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Printed: 05 July 2024 5:15 PM
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Exclusions
Tobacco
Alcohol
Weapons
Fossil fuel exploration, mining and production
Human rights abuses
Labour rights violations
Environmental damage
Animal testing for non-medical purposes
Unethical treatment of livestock
Companies that engage in tax avoidance strategies
Gambling
Genetic engineering/GMO
Nuclear power (including uranium mining)
Adult entertainment/pornography
Inclusions
Renewable energy & energy efficiency
Climate action & towards net zero
Sustainable water management
Circular economy, reuse & recycling
Sustainable land & agricultural management
Green property
Biodiversity preservation & conservation
Healthy rivers & ocean ecosystems
Reforestation
Diversity & women's empowerment
Indigenous business or cultural protection
Healthcare & medical products
Social & community infrastructure
Education
Income & financial inclusion
Sustainable transport
Employment & vocational training
Fund Manager
Emit Capital Asset Management
Magellan Financial Group
4D Infrastructure
Acadian Asset Management
Alphinity Investment Management
Altius Asset Management
Aoris Investment Management
Artesian Capital Management
Ausbil Investment Management
Australian Ethical
Bell Asset Management
ClearBridge Investments
ECP Asset Management
Ellerston Capital
Equity Trustees Limited
Fairlight Asset Management
Federation Asset Management
Firetrail Investments
Hyperion Asset Management Limited
Impax Asset Management
Janus Henderson Investors Australia
J.P. Morgan Asset Management
Loftus Peak Pty Limited
MA Financial Group
Maple-Brown Abbott
Melior Investment Management
Morgan Stanley Wealth Management Australia
Morphic Asset Management
Munro Partners
Nanuk Asset Management
NorthStar Impact
ANZ New Zealand Investments Limited
Pella Funds Management
Pendal Fund Services
Pengana Capital Group
Perennial Value Management
Perpetual Investment Management Limited
Resolution Capital
Robeco
Skerryvore Asset Management
Coolabah Capital Investments
State Street Global Advisors (Australia)
Stewart Investors
U Ethical
Microequities Asset Management
Warakirri Asset Management
Fund Name
Emit Capital Climate Finance Equity Fund
Magellan Core ESG Fund
Magellan Sustainable Fund
4D Emerging Markets Infrastructure Fund
4D Global Infrastructure Fund (AUD Hedged)
4D Global Infrastructure Fund (Unhedged)
Acadian Wholesale Sustainable Global Equity Fund
Alphinity Global Sustainable Equity Fund
Alphinity Sustainable Share Fund
Altius Sustainable Bond Fund
Aoris International Fund
Artesian Green & Sustainable Bond Fund
Ausbil Active Sustainable Equity Fund
Australian Ethical Australian Shares Fund (Retail)
Australian Ethical Australian Shares Fund (Wholesale)
Australian Ethical Balanced Fund (Retail)
Australian Ethical Balanced Fund (Wholesale)
Australian Ethical Diversified Shares Fund (Retail)
Australian Ethical Diversified Shares Fund (Wholesale)
Australian Ethical Emerging Companies Fund (Retail)
Australian Ethical Emerging Companies Fund (Wholesale)
Australian Ethical High Conviction Fund
Australian Ethical High Growth Fund (Retail)
Australian Ethical High Growth Fund (Wholesale)
Australian Ethical Income Fund (Retail)
Australian Ethical Income Fund (Wholesale)
Australian Ethical International Shares Fund (Retail)
Australian Ethical International Shares Fund (Wholesale)
Bell Global Emerging Companies Fund
Bell Global Equities Fund (Platform Class)
Bell Global Sustainable Fund (Hedged)
Bell Global Sustainable Fund (Unhedged)
Candriam Sustainable Global Equity Fund
ClearBridge RARE Emerging Markets Fund - Unhedged
ClearBridge RARE Infrastructure Income Fund - Hedged
ClearBridge RARE Infrastructure Income Fund - Unhedged
Clearbridge RARE Infrastructure Value Fund - Hedged
ClearBridge RARE Infrastructure Value Fund - Unhedged
ECP Growth Companies Fund
Ellerston Global Mid Small Cap Fund (Class A)
Ellerston Global Mid Small Cap Fund (Class B)
EQT Responsible Investment Australian Share Fund
EQT Responsible Investment Global Share Fund
Fairlight Global Small & Mid Cap (SMID) Fund
Federation Alternative Investments II (Retail)
Federation Alternative Investments II (Wholesale)
Firetrail S3 Global Opportunities Fund
Hyperion Australian Growth Companies Fund
Hyperion Global Growth Companies Fund (Class B)
Hyperion Small Growth Companies Fund
Impax Sustainable Leaders Fund
Janus Henderson Australian Fixed Interest Fund
Janus Henderson Australian Fixed Interest Fund - Institutional
Janus Henderson Global Sustainable Equity Fund
Janus Henderson Net Zero Transition Resources Fund
Janus Henderson Tactical Income Fund
JPMorgan Climate Change Solutions Active ETF (Managed Fund)
JPMorgan Climate Change Solutions Fund - Class A Units
JPMorgan Sustainable Infrastructure Active ETF (Managed Fund)
JPMorgan Sustainable Infrastructure Fund - Class A Units
Loftus Peak Global Disruption Fund
MA Sustainable Future Fund
Maple-Brown Abbott Australian Sustainable Future Fund
Melior Australian Impact Fund
Morgan Stanley Global Sustain Fund
Morgan Stanley Global Sustain Fund (Hedged)
Morphic Ethical Equities Fund (ASX: MEC)
Munro Climate Change Leaders Fund
Nanuk New World Fund
Nanuk New World Fund (Currency Hedged)
NorthStar Impact Australian Equities Fund
OneAnswer KiwiSaver Scheme Balanced Fund
OneAnswer KiwiSaver Scheme Balanced Growth Fund
OneAnswer KiwiSaver Scheme Conservative Balanced Fund
OneAnswer KiwiSaver Scheme Conservative Fund
OneAnswer KiwiSaver Scheme Growth Fund
Pella Global Generations Fund (Class B)
Pendal Global Select Fund - Class R
Pendal Horizon Sustainable Australian Share Fund
Pendal Multi-Asset Target Return Fund
Pendal Sustainable Australian Fixed Interest Fund - Class R
Pendal Sustainable Australian Share Fund
Pendal Sustainable Balanced Fund - Class R
Pendal Sustainable Conservative Fund
Pengana Axiom International Ethical Fund
Pengana Axiom International Ethical Fund (Hedged)
Pengana High Conviction Equities Fund
Pengana High Conviction Property Securities Fund
Pengana WHEB Sustainable Impact Fund
Perennial Better Future Fund (Managed Fund) (ASX:IMPQ)
Perennial Better Future Trust
Perpetual ESG Australian Share Fund
Perpetual ESG Credit Income Fund
Regnan Credit Impact Trust Fund
Regnan Global Equity Impact Solutions Fund - Class R
Resolution Capital Global Property Securities Fund (Managed Fund)
Resolution Capital Global Property Securities Fund (Unhedged) - Series II
Resolution Capital Global Property Securities Fund - Series II
Robeco Emerging Conservative Equity Fund (AUD)
Robeco Global Developed Sustainable Enhanced Index Equity Fund (AUD)
Robeco SDG Credit Income Fund (AUD Hedged) - Class B
Skerryvore Global Emerging Markets All-Cap Equity Fund
Smarter Money Fund (SMAC)
Smarter Money Higher Income Fund (SMHI)
Smarter Money Long Short Credit Fund (LSCF)
State Street Climate ESG International Equity Fund
Stewart Investors Global Emerging Markets Leaders Sustainability Fund
Stewart Investors Global Emerging Markets Sustainability Fund
Stewart Investors Worldwide Leaders Sustainability Fund
Stewart Investors Worldwide Sustainability Fund
U Ethical Australian Equities Trust (Wholesale)
U Ethical Cash Management Trust (Wholesale)
U Ethical Diversified Income Trust (Wholesale)
U Ethical Enhanced Income Trust (Wholesale)
U Ethical Growth Portfolio
U Ethical International Equities Trust (Wholesale)
Value Earth Fund
Warakirri Ethical Australian Equities Fund
Warakirri Ethical Global Equities Fund
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