Ausbil Investment Management

Manager Overview

Established in April 1997, Ausbil's core business is the management of Australian and global equities for major superannuation funds, institutional investors, master trust and retail clients. Ausbil is owned by its employees and New York Life Investment Management (NYLIM), a wholly-owned subsidiary of New York Life Insurance Company.

Manager's responsible investing approach

Ausbil Investment Management Limited is an Australian investment manager. Established in April 1997, Ausbil's core business is the management of Australian and global equities for major superannuation funds, institutional investors, master trusts and retail clients. Ausbil is a signatory to the Principles for Responsible Investment (PRI) and has a dedicated environmental, social and governance (ESG) research team that provides an in-house service. ESG research is integrated into Ausbil's investment process. Ausbil believes that consideration of ESG issues as developed by well-founded ESG research can identify mispriced stocks and assess a company's earnings sustainability.

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals
Ausbil Active Sustainable Equity FundAusbil Active Sustainable Equity Fund	A-Sort B-Sort	C-Sort B-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
Candriam Sustainable Global Equity FundCandriam Sustainable Global Equity Fund	A-Sort C-Sort	C-Sort B-Sort	A-Sort C-Sort	C-Sort B-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort

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Funds

Candriam Sustainable Global Equity Fund

Strategy Summary

Candriam's investment process results in a well-diversified portfolio of 'best-in-class' listed global equities for the Fund and is structured in three main steps: 1) Socially Responsible Investing (SRI) universe screen: construction based on Candriam's comprehensive in-house SRI analysis framework; 2) Quantitative investment approach: identification of potential sources of out-performance and their underlying factors and model development combining the most optimal factors; and 3) Portfolio construction and model implementation: the specific models' outputs are implemented into the Fund's portfolio in a disciplined risk way.

Key Terms

Status:	Open	Inception Date:	Dec 2004
Strategy:	Equity Long	Style:	Blend
Geography:	Global	Domicile:	Australia
Investors:	Wholesale & Retail	Min. Investment:	AU$20000
Mgmt. Fee:	0.75%	Perf. Fee:	0%

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