Pendal Sustainable Future Australian Share Portfolio

Product Name

Pendal Sustainable Future Australian Share Portfolio

Issuer

Pendal Group

Category

Investment product

Type

Separately Managed Account

Target

Wholesale

Certified Since

2018

Certification Symbol

Responsible Investment

Asset Classes

Equities - Australian only

Markets

Australia

Investment Approaches

Best of sector, Negative Screening, 1. Positive screening: we actively seeks to invest in companies that exhibit high levels of: environmental management and efficiency; business ethics and conduct; human capital management and employee relations; workplace health and safety; and improving community health and well being 2. Active ownership & Stewardship: Pendal actively engages with the management of the companies we invest in to manage risk, effect change and realise potential value over the long term.

It Includes

  • Riaa icons 11 More sustainable companies
  • Riaa icons 10 Renewable energy
  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare & medical products
  • Riaa icons 14 Education

It Excludes

  • Riaa icons 33 Fossil fuels
  • Riaa icons 35 Tobacco
  • Riaa icons 52 Human rights abuses
  • Riaa icons 38 Labour rights violations
  • Riaa icons 36 Armaments
  • Riaa icons 41 Alcohol
  • Riaa icons 42 Gambling
  • Riaa icons 55 Pornography

Overview

The Pendal Sustainable Future Australian Shares Portfolio is an actively managed portfolio of Australian shares. Investments are selected based on a range of sustainable, ethical and financial criteria. The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.


Description


This Fund is designed for investors who want the potential for long-term capital growth and tax effective income, diversification across a broad range of Australian companies and industries. 

The Fund uses an active stock selection process that combines sustainable and ethical criteria with Pendal’s financial analysis. Pendal’s investment process for Australian shares is based on our core investment style and aims to add value through active stock selection and fundamental company research. Pendal’s core investment style is to select stocks based on our assessment of their long term worth and ability to outperform the market, without being restricted by a growth or value bias. Our fundamental company research focuses on valuation, risk factors (financial and non-financial), franchise and management quality.

We actively seek to invest in companies that exhibit high levels of: 
  • environmental management and efficiency 
  • business ethics and conduct 
  • human capital management and employee relations 
  • workplace health and safety 
  • improving community health and well being 

The Fund will not invest in companies with business involvement in the following activities:
  • fossil fuel production such as coal, gas and oil,                                                                                                                                                                                                                   
  • the production of tobacco or alcohol,
  • manufacture or provision of gaming facilities,
  • manufacture of weapons or armaments,
  • manufacture of pornography
(Note the above screens are based on 0% revenue materiality).                                                                                                                                                                                                                                                                                                                                                                                                                         

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