Ethical Investment Advisers Mid-Cap Model Portfolio (SMA)

Product Name

Ethical Investment Advisers Mid-Cap Model Portfolio (SMA)


Ethical Investment Advisers




Separately Managed Account



Certified Since


Certification Symbol


Asset Classes

Australian only equities



Investment Approaches

Negative Screening, Positive Screening

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 56 Animal cruelty
  • Riaa icons 36 Armaments
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 45 Genetic engineering
  • Riaa icons 34 Logging
  • Riaa icons 50 Nuclear power
  • Riaa icons 99 Pornography
  • Riaa icons 35 Tobacco


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.


 The Ethical Investment Mid-Cap Portfolio is a portfolio of around 45 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 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  Portfolio is currently available on the Praemium, 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.