Ethical Investment Advisers Mid-Cap Model Portfolio (SMA)

Product Name

Ethical Investment Advisers Mid-Cap Model Portfolio (SMA)

Issuer

Ethical Investment Advisers

Category

Investment product

Type

Separately Managed Account

Target

Retail

Certified Since

2014

Certification Symbol

Ethical

Asset Classes

Equities - Australian only

Markets

Australia

Investment Approaches

Negative Screening, Positive Screening

It Includes

  • Riaa icons 11 More sustainable companies
  • Investment2 Social impact investments
  • Riaa icons 10 Renewable energy
  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare & medical products
  • Riaa icons 13 Sustainable transport
  • Riaa icons 14 Education
  • Riaa icons 15 Social & community infrastructure
  • Riaa icons 31 Sustainable water
  • Riaa icons 30 Sustainable land management & agriculture

It Excludes

  • Riaa icons 33 Fossil fuels
  • Riaa icons 34 Logging
  • Riaa icons 35 Tobacco
  • Riaa icons 50 Nuclear energy (including uranium)
  • Riaa icons 56 Animal welfare
  • Riaa icons 36 Armaments
  • Riaa icons 42 Gambling
  • Riaa icons 55 Pornography
  • Riaa icons 45 Genetic engineering

Overview

Ethical Investment Advisers created the Mid-Cap Model Portfolio to provide investors with a way of investing in small and medium sized companies which suit their ethical values. The portfolio, which is a combination of all of Ethical Investment Advisers best stock ideas, has a rigorous ethical screen which excludes all companies which are polluting or otherwise harming the environment or society. Companies which are doing positive things for the environment and society are specifically targeted for the portfolio.


Description


 The Ethical Investment Mid-Cap Model Portfolio is a portfolio of around 40 small and medium sized companies listed on the Australian share market.

A key focus of the portfolio is to find companies which are involved in positive environmental activities or which provide benefits to society, such as healthcare, renewable energy, energy efficiency and technology, food, water, sustainable agriculture, education, community development and social welfare.

The portfolio excludes investments which are involved in companies which are involved in harmful environmental activities and socially hazardous activities such as tobacco and weapons manufacture, third world exploitation, uranium mining or gambling. As a point of difference, the model portfolio also excludes all fossil fuels including companies involved in the production, financing, refinement and transportation of fossil fuels, including coal, petroleum and natural gas.

Ethical Investment Advisers continuously monitor all investments to ensure they continue to meet our environmental and socially responsible standards. If a company contravenes the ethical screening process, the manager will attempt to divest as soon as prudently possible.

The Ethical Investment Mid-Cap Model Portfolio is currently available on the Praemium Customised Portfolio Service, Emerald Wrap and Hub24 platforms. If you are interested in investing in the portfolio, please speak to your financial adviser, or contact Ethical Investment Advisers.