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Melior Investment Management

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Manager Overview

Melior is an Australian impact investment manager. It seeks to drive positive change by actively investing in listed companies that it believes deliver a positive social or environmental impact aligned to the United Nations' Sustainable Development Goals (SDGs). The SDGs are an internationally agreed set of goals to achieve a better world. Melior believes that purpose-driven companies that endeavour to address global challenges, such as resource scarcity and climate change, can outperform over time. Melior invests for the longer term and seeks to engage actively with companies to positively influence management on their alignment with relevant SDGs and material environmental, social and governance (ESG) factors. Melior was co-founded by Lucy Steed, CEO and Tim King, CIO who collectively have over 40 years experience in the financial industry.

Manager's responsible investing approach

Melior is an Australian equities specialist fund manager that was founded in 2018 with backing from investment management group Adamantem and is focused on generating competitive long-term returns with positive social and environmental impact. Its investment approach is based on the belief that by investing in positive impact companies with strong Environmental, Social & Governance and financial credentials, it has the potential to outperform over time. Melior believes that to have a genuinely positive impact and deliver sustainable performance, a company must focus on "what" it offers as well as "how" it operates. Therefore its investment approach involves assessment of a company's impact along with its ESG practices. 

General DetailsExclusionsInclusionsUN 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
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Melior Australian Impact Fund

Strategy Summary

The Fund's investment strategy is to seek to invest in Australian and New Zealand companies delivering competitive market returns and positive social and/or environmental impacts aligned to the SDGs. The Fund will primarily invest in ASX listed companies. The Fund may also invest in NZX listed companies and Australian and New Zealand companies that are likely to be listed on ASX or NZX within 18 months of purchase. The Fund will apply a high conviction approach to construct a portfolio of between 20 - 50 holdings.

Key Terms

Status: Open Inception Date: Jul 2019
Strategy: Equity Long Style: Blend
Geography: Australia/NZ Domicile: Australia
Investors: Wholesale & Retail Min. Investment: AU$50000
Mgmt. Fee: 1.45% Perf. Fee: %

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Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476
Email: [email protected]
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