Hunter Hall Value Growth Trust

Product Name

Hunter Hall Value Growth Trust

Issuer

Pengana Capital

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

Negative Screening, ESG Integration, N/A

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 Value Growth Trust (VGT) is principally invested in an ethically screened portfolio of listed (or soon to be listed) global equities. The objective of the VGT is to obtain returns greater than the MSCI All Country World Total Return Index (net, AUD) (‘Index’) and with lower volatility than the Index, over the medium to long term.


Description


Pengana 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 Value Growth Trust 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. 

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