EQT Responsible Investment Australian Share Fund
Responsible Investing Approach
The Fund Manager recognises the importance of labour standards and environmental, social or ethical considerations in investments. ESG factors are taken into consideration in line with the Investments Manager's Responsible investment Policy, however the weighting of these considerations in the ultimate investment decision will vary according to each investment.
The Fund Manager applies a negative screen to the Fund, excluding investments in companies that are considered to have significant business involved in the:
- provision of gaming products/services;
- manufacture of alcoholic beverages;
- manufacture of tobacco products;
- manufacture of military armaments; and
- provision of adult entertainment.
Documents
Exclusions
| Exclusions | Full/Partial Exclusion |
Description
|
|---|---|---|
 Tobacco
|
Full | No investment manufacturers of tobacco, tobacco-based products, nicotine alternatives. |
 Alcohol
|
Partial | |
 Weapons
|
Partial | |
 Gambling
|
Partial | |
 Adult entertainment/pornography
|
Partial |
Inclusions
UN Sustainable Development Goals
Conventions & Treaties
| Conventions & Treaties | Aligned |
Description
|
|---|---|---|
| Principles for Responsible Investment | Yes |
ESG Score
| ESG Score |
|
||
|---|---|---|---|
| Does the portfolio have an ESG score? | Yes | ||
| If so, who is responsible for calculating the score? | MSCI | ||
| If a score is calculated, is this publicly available; i.e. displayed in monthly reports, on your website, etc.? | No | ||
| If the portfolio has an ESG score, how often is that score recalculated to account for changes to portfolio holdings? | Quarterly | ||
Impact Investing Score
| Impact Investing Score |
|
||
|---|---|---|---|
| Does the portfolio have an Impact Investment score? | No | ||
| If the portfolio has an Impact Investment score, how often is that score recalculated to account for changes to portfolio holdings? | |||
| Does the fund publish its holdings publicly? | Yes | ||
Policies, Certification & Marketing
| Policies, Certification & Marketing |
|
|||
|---|---|---|---|---|
| Responsible investing policy | View Responsible investing policy document | |||
| Proxy voting policy | View Proxy voting policy document | |||
| Is the fund RIAA certified? | Yes | |||
| Date certified | 21 Dec 2021 | |||
EQT Responsible Investment Australian Share Fund
Strategy Summary
The Fund aims to outperform the S&P/ASX200 Accumulation Index over rolling 3-year periods after taking into account fees and expenses. It invests in a diversified portfolio of companies listed on the ASX or due to be listed on the ASX within 12 months. In addition, it can invest in a company's overseas listed securities if the company is also listed on the ASX and is a member of the S&P/ASX200 Accumulation Index.
The Fund Manager applies a negative screen to the Fund, excluding investments in companies that are considered to have significant business involved in the:
- provision of gaming products/services;
- manufacture of alcoholic beverages;
- manufacture of tobacco products;
- manufacture of military armaments; and
- provision of adult entertainment.
Key Terms
| Status: | Open | Inception Date: | Oct 2007 |
| Strategy: | Equity Long | Style: | Blend |
| Geography: | Australia | Domicile: | Australia |
| Investors: | Wholesale | Min. Investment: | AU$20000 |
| Mgmt. Fee: | 0.62% | Perf. Fee: | 0% |