Hunter Hall Australian Value Trust

Product Name

Hunter Hall Australian Value Trust

Issuer

Hunter Hall Investment Management

Category

Investment product

Type

Fund/Trust

Target

Retail, Wholesale

Certified Since

2006

Certification Symbol

Ethical

Asset Classes

Equities - Australian only

Markets

Australia, New Zealand

Investment Approaches

Negative Screening, ESG Integration

It Includes

  • Riaa icons 11 More sustainable companies

It Excludes

  • Riaa icons 33 Fossil fuels
  • Riaa icons 34 Logging
  • Riaa icons 35 Tobacco
  • Riaa icons 50 Nuclear energy (including uranium)
  • Riaa icons 52 Human rights violations
  • Riaa icons 38 Labour rights violations
  • Riaa icons 56 Animal cruelty
  • Riaa icons 36 Armaments
  • Riaa icons 42 Gambling

Overview

Hunter Hall Australian Value Trust (AVT) is an ethically screened equities portfolio that invests in small and medium size companies trading at prices that are substantially less than Hunter Hall’s assessment of their intrinsic value. Hunter Hall implements the investment strategy of the Fund through a value investment methodology based on the fundamental analysis of individual stocks. The objective of the Fund is to outperform the S&P/ASX Small Ordinaries Accumulation Index (Small Ords) over the long term without incurring significant risk to capital.


Description


Hunter Hall is committed to the concept of responsible investing and seeks to avoid investing in businesses that are, in its opinion, involved in activities that may be harmful to people, animals or the environment.

The Fund utilises a negative screening process which seeks to avoid investment in companies that derive operating revenues from direct and material business involvement in: the manufacture or sale of weapons and weapons components, tobacco manufacture, gambling outlets or systems, intensive animal farming, animal testing for cosmetics, activities that give rise to human rights violations, unremediated destruction of the environment, uranium mining and nuclear reactors and fossil fuel exploration, production, refining, storage and transportation. Labour standards are considered but not systematically taken into account in the selection, retention or realisation of investments.

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Hunter Hall Global Deep Green Trust

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Hunter Hall Value Growth Trust

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Hunter Hall High Conviction Equities Trust

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