Hunter Hall High Conviction Equities Trust

Product Name

Hunter Hall High Conviction Equities Trust

Issuer

Hunter Hall Investment Management

Category

Investment product

Type

Fund/Trust

Target

Retail, Wholesale

Certified Since

2016

Certification Symbol

Ethical

Asset Classes

Other

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

The objective of the High Conviction Equities Trust (HCT) is to achieve capital growth over the long term by investing in an ethically screened portfolio of Australian and international equities. The HCT is managed using a 'value' investment style based on fundamental analysis of individual companies. It primarily invests in, but is not limited to, companies listed on the Australian and international stock exchanges, although it can hold up to 100% cash. It's portfolio is highly concentrated with typically no more than 20 stocks. A majority of the portfolio may be made up of small, illiquid companies that may result in the loss of some or all of the capital invested. A single stock could make up the majority of the portfolio.


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 Hunter Hall High Conviction Equities Trust (HCT) 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 ore 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.

Other products certified by this organisation

Hunter Hall Global Value Limited (ASX: HHV)

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Hunter Hall Value Growth Trust

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Hunter Hall Global Equities Trust

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