Australian Ethical Superannuation International Shares option

Product Name

Australian Ethical Superannuation International Shares option

Issuer

Australian Ethical Investment

Category

Superannuation

Type

Superfund option

Target

Retail

Certified Since

2006

Certification Symbol

Ethical

Asset Classes

International equities

Markets

Australia

Investment Approaches

Negative Screening, Positive Screening, Engagement

It Includes:

  • Riaa icons 14 Education
  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare and medical products
  • Riaa icons 11 Impact investments
  • Riaa icons 10 Renewable energy and climate change solutions
  • Riaa icons 15 Social and sustainable infrastructure
  • Tree green background Sustainable land and agricultural management
  • Riaa icons 13 Sustainable transport
  • Riaa icons 31 Sustainable water
  • Investment2 More sustainable companies

It has some level of screening for:

  • Riaa icons 41 Alcohol
  • Riaa icons 56 Animal cruelty
  • Riaa icons 36 Armaments
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 52 Human rights abuses
  • Riaa icons 38 Labour rights violations
  • Riaa icons 34 Logging
  • Riaa icons 50 Nuclear power
  • Riaa icons 99 Pornography
  • Riaa icons 35 Tobacco

Overview

The opportunity to invest in international companies on the basis of their social, environmental and financial credentials and that may not be available locally. The theme of the Fund is ‘global smart energy’. The Fund utilises an active stock-picking management style with stocks selected for growth rather than income. The portfolio has a moderate level of turnover and aims to be fully invested at all times.


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.

Other products certified by the Responsible Investment Association Australasia (RIAA)

Australian Ethical Superannuation Balanced (pension) option

Australian Ethical International Shares Fund

Australian Ethical Income Fund