Socially Responsible Funds and Investments

AEBD is designed to serve as a core fixed income allocation for investors seeking a true-to-label ethical fixed income solution. It aims to track the performance of an index (before fees and expenses) that provides exposure to a diversified portfolio of high-quality Australian corporate and government bonds. The bonds are screened to exclude issuers (other than sovereign bond issuers) with material exposure to fossil fuels or engaged in activities considered inconsistent with responsible investment considerations.

The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a ‘Balanced’ long term Strategic Asset Allocation (SAA), before fees and expenses, of approximately 50% equities and 50% fixed income exposure.

HETH aims to track the performance of an index (before fees and expenses) that includes a portfolio of large global stocks identified as “Climate Leaders” that have also passed screens to exclude companies with direct or significant indirect exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. HETH currently obtains its investment exposure by investing in the Betashares Global Sustainability Leaders ETF (ASX: ETHI), with the currency exposure hedged back to the Australian dollar.

Providing exposure to a diversified portfolio of Australian clean energy infrastructure assets through its investment in development, construction and operational renewable energy projects.

The SPDR® S&P® Emerging Markets Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Emerging LargeMidCap Carbon Aware Index.

The SPDR® Dow Jones® Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones® Global Select ESG Tilted Real Estate Securities Index.

The Fund is a long only, actively managed, global equity fund. The Fund seeks to provide investors with exposure to a diversified global portfolio of companies, whose products and services are aligned to the development of a sustainable global economy.

The Fund aims to provide investors with the performance of the MSCI World Ex Australia Custom ESG Leaders Index 100% Hedged to AUD, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large and mid- capitalisation companies with better sustainability credentials relative to their sector peers.

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).

DZZF 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. DZZF offers the potential for high growth over the long term, and targets an allocation of 90% growth assets (Australian and international shares), 10% defensive assets (Australian and international bonds).

The fund aims to invest in a portfolio of ethically and socially responsible undervalued companies to achieve medium to long-term capital growth.

GBND aims to track the performance of an index (before fees and expenses) that comprises a portfolio of global green bonds (using the definition applied by the Climate Bonds Initiative), issued specifically to finance environmentally friendly projects, denominated in Euro or US dollars, that have been screened to avoid bond issuers with material exposure to activities deemed inconsistent with responsible investment considerations.

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.

An intelligent climate change investment solution.

ERTH aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. This covers clean energy providers, along with leading companies tackling green transport, waste management, sustainable product development, and improved energy efficiency and storage.