The Perpetual ESG Australian Share Fund is an actively managed fund, targeting long-term capital growth and income through investment predominantly in quality Australian shares that meet Perpetual’s ESG and values-based criteria.
The Fund aims to provide investors with the performance of the MSCI World Ex Australia Custom ESG Leaders Index, before fees and expenses. The index is designed to measure the performance of global, developed market large and mid- capitalisation companies with better sustainability credentials relative to their sector peers.
A diversified credit portfolio of debt securities issued by companies with robust sustainable practices or the potential to enhance outcomes for society or the planet.
The Fund is an actively managed fund that invests predominantly in a broad range of international shares and equity-related securities that are listed on stock exchanges in developed and emerging international markets. At least 80% of the Fund’s NAV will be invested in shares and equity-related securities selected by Russell Investments based on advice received from investment managers pursuing a Sustainable Strategy.
A diversified portfolio of leading global sustainable companies that have a net positive alignment to the United Nations Sustainable Development Goals, exceed Alphinity’s minimum ESG criteria and offer attractive prospective returns. The strategy aims to provide consistently strong risk-adjusted returns across different market cycles by applying a disciplined and repeatable investment process to our global sustainable universe.
Vanguard Ethically Conscious Australian Shares ETF seeks to track the return of the FTSE Australia 300 Choice Index before taking into account fees, expenses and tax.
GRNV gives investors access to a diversified portfolio of sustainable Australian companies selected on the basis of in-depth analysis by world leading research agency MSCI ESG Research. This fund aims to provide investment returns, before fees and other costs, which track the performance of the Index.
DBBF aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. DBBF seeks to balance income and capital growth returns over the long term, and targets an allocation of 50% defensive assets (Australian and international bonds), 50% growth assets (Australian and international shares).
The Fund invests in a portfolio of global equity securities and aims to generally follow a strategic asset allocation guideline of 0 to 10% in cash and 90 to 100% in global equity securities.
MCCL.ASX is a concentrated portfolio of global companies enabling or benefiting from the transition to decarbonise the planet. The Munro Climate Change Leaders Fund Active ETF was quoted on the ASX on 20 January 2022 with ticker MCCL.
The Fund aims to provide investors with the performance of the MSCI Australia IMI Custom ESG Leaders Index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers.
CLNE gives investors a diversified portfolio of 30 of the largest and most liquid companies involved in clean energy production and associated technology and clean energy equipment globally. CLNE aims to provide investment returns before fees and other costs which track the performance of the Index.
The Fund will invest in early-stage high potential growth companies, with a focus on seed stage and follow-on investments. (For Wholesale Investors Only)
The objective of the Fund is to outperform the benchmark over the long term after fees and expenses, by investing in a diversified portfolio of mainly smaller and mid-cap companies
An intelligent climate change investment solution.
