Product Name |
Australian Ethical Superannuation Balanced (pension) option |
Issuer |
Australian Ethical Investment |
Category |
Superannuation or KiwiSaver product |
Type |
Superfund option |
Target |
Retail |
Certified Since |
2006 |
Certification Symbol |
Ethical |
Asset Classes |
Diversified / Balanced |
Markets |
Australia |
Investment Approaches |
Negative Screening, Positive Screening, Engagement |
It Includes |
|
It Excludes |
|
More sustainable companies
Social impact investments
Renewable energy
Green property
Healthcare & medical products
Sustainable transport
Education
Social & community infrastructure
Sustainable water
Sustainable land management & agriculture
Fossil fuels
Logging
Tobacco
Nuclear energy (including uranium)
Human rights violations
Labour rights violations
Animal cruelty
Armaments
Alcohol
Gambling
PornographyOverview
A diversified portfolio of asset types and markets to reduce the volatility of returns. Asset classes include Australian and international equities, property, fixed income securities and cash.
Description
Australian Ethical invests according to the Australian Ethical Charter, a copy of which can be viewed here. The Australian Ethical Charter first states that the australianethical “trusts shall seek out investments which provide for and support” twelve different types of positive responsible action. In addition, the Australian Ethical Charter states that the australianethical “trusts shall avoid any investment which is considered to unnecessarily” act against principles of responsible investment. australianethical therefore emphasises positive screening whilst also ensuring that its investments comply with the negative screening implicit in the Australian Ethical Charter.