Hunter Hall Global Deep Green Trust

Product Name

Hunter Hall Global Deep Green Trust

Issuer

Hunter Hall Investment Management

Category

Investment product

Type

Fund/Trust

Target

Retail, Wholesale

Certified Since

2006

Certification Symbol

Ethical

Asset Classes

Equities - International markets

Markets

Australia, New Zealand

Investment Approaches

Positive Screening, Negative Screening, Whilst ESG integration is not the core approach we use for the purpose of managing Hunter Hall’s portfolios, certain components of this approach are relevant regardless. In particular, Hunter Hall's approach to governance issues is more aligned with the ESG methodology. Good corporate governance is one of the key elements we assess, when applying our fundamental research process to the companies we invest in. Within our investment process, we favour those companies that can demonstrate a transparent approach to financial and corporate governance related disclosure, particularly where they are listed in emerging markets. In our view, good governance is a key driver of generating shareholder value over the long term.

It Includes

  • Riaa icons 11 More sustainable companies
  • Riaa icons 10 Renewable energy
  • Riaa icons 12 Healthcare & medical products
  • Riaa icons 13 Sustainable transport
  • Riaa icons 14 Education
  • 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 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 Global Deep Green Trust (GDG) is invested in an ethically screened portfolio of global equities. It specifically invests in enterprises which we consider make a positive impact on the wellbeing of humans, animals and the environment. The objective of the GDG is to increase the wealth of its investors by substantially outperforming global stockmarkets, benchmarked by the MSCI World Total Return Index, Net Dividends Reinvested, in Australian Dollars (MSCI World), over the long term.


Description


The Global Deep Green (GDG) only invests in companies that are deemed by Hunter Hall to contribute positively to environmental, humanitarian, social and sustainability issues. The GDG invests globally in activities such as: renewable energy from solar, wind, waves, geothermal, biomass, advances in battery, storage and transmission technologies and efficiency gains, technologies and products which reduce environmental damage such as hybrid automobile engines, water purification and desalination, waste management and advanced materials, medical services and devices, biotechnology, pharmaceuticals and veterinary care, education and communications, animal husbandry, aquaculture, fisheries, forestry and agriculture conducted in an environmentally sustainable and humane way, and activities and instruments involved in microfinance, water management, biodiversity credits, carbon credits, intellectual property related to DNA. 

The GDG also complies with the negative screen applied to the other Hunter Hall Funds 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 weapon 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 fuels exploration, production, refining, storage and transportation. 

In addition, the GDG applies the following exclusions: any countries that support commercial whaling. Japan, Norway, Iceland, Denmark, Russia and South Korea kill substantial numbers of whales and dolphins. This whaling screen currently prohibits the GDG from investing in countries which account for approximately 9% of the MSCI World All Country Index on an aggregated basis. 

Hunter Hall has elected to donate a portion of its GDG fees to charitable organisations: 0.5% of the 1.64% annual management fee and 20% of any performance fee earned. These donations are added to the donations pool raised by the holding company, Hunter Hall International Limited (HHL) and allocated to charities according to the allocations made by HHL shareholders. It is important to note that the donations do not come out of the unitholder’s account but from Hunter Hall’s fees.

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