A portfolio of Australian companies dedicated to doing their part in reducing the impact of climate change.
The portfolio invests in 20 to 40 Australian equities listed on the ASX, with a guide to the proportionate investment in large, medium, small, and micro capitalisation found in the Australian Stock Exchange. The portfolio aims to outperform the All Ordinaries Index using an active value approach over a 5 to 7 year period.
Underlying all investments will be a strict environmental, social, and governance (ESG) screen which will work to identify companies which are acting in line with expectations of creating a more sustainable future. Unlike other ESG portfolios this will put significant emphasis on the environmental impact of a company in a way that assesses the total supply chain of a company and whether it is doing all it can to reduce its carbon footprint.
Portfolio Company Size Allocation
