Federation Alternative Investments II (Wholesale)
Responsible Investing Approach
The Fund's investment team take into account various Environmental, Social and Corporate Governance and ethical issues throughout their research, analysis, selection and monitoring of investments. It also applies positive and negative screens to the Fund's investment universe.
Documents
Exclusions
Federation applies a negative screening approach, avoiding investments in certain activities including fossil fuel-based electricity generation, nuclear power, ports, airports, toll roads, gas pipelines, alcohol, tobacco, gaming, armaments, militarism, live animal exports, and non-sustainable forestry. Exceptions exist where investments contribute to renewable energy adoption or emission reduction. A materiality threshold of 20% revenue generation from negative screen activities is applied, allowing some flexibility in investment decisions.
| Exclusions | Full/Partial Exclusion |
Description
|
|---|---|---|
 Tobacco
|
Partial | The Fund does not invest in companies that derive more than 20% of their revenues from the production of tobacco or tobacco-based products. |
 Alcohol
|
Partial | The Fund does not invest in companies that derive more than 20% of their revenues from alcohol. |
 Weapons
|
Partial | The Fund does not invest in companies that derive more than 20% of their revenues from armaments and militarism, including the development and production of controversial weapons. |
 Fossil fuel exploration, mining and production
|
Partial | The Fund does not invest in companies that derive more than 20% of their revenues from fossil fuel-based electricity generation, mining or extraction, or provision of specific services to fossil fuel industries. |
 Environmental damage
|
Partial | The Fund does not invest in companies that derive more than 20% of their revenues from non-sustainable forestry. |
 Unethical treatment of livestock
|
Partial | The Fund does not invest in companies that derive more than 20% of their revenues from live animal exports. |
 Gambling
|
Partial | The Fund does not invest in companies that derive more than 20% of their revenues from gaming. |
 Nuclear power (including uranium mining)
|
Partial | The Fund does not invest in companies that derive more than 20% of their revenues from nuclear power. |
Inclusions
Federation adopts a positive screening approach to responsible investing, focusing on sectors aligned with sustainability and societal impact. This includes investing in renewable energy generation and storage, sustainable infrastructure such as waste management and water treatment, as well as social infrastructure like healthcare and education facilities. Additionally, the manager considers property investments with significant environmental components and businesses involved in embedded networks and micro-grid infrastructure leveraging renewable energy. It may also explore other sectors deemed to have a positive societal impact, adhering to the commitment to responsible investing.
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UN Sustainable Development Goals
Conventions & Treaties
Federation is a signatory to the United Nations Principles for Responsible Investment (UNPRI) and is certified by the Responsible Investment Association of Australasia (RIAA).
| Conventions & Treaties | Aligned |
Description
|
|---|---|---|
| Principles for Responsible Investment | Yes | Signatory |
ESG Score
| ESG Score |
|
||
|---|---|---|---|
| Does the portfolio have an ESG score? | Not disclosed | ||
| If so, who is responsible for calculating the score? | Not disclosed | ||
| If a score is calculated, is this publicly available; i.e. displayed in monthly reports, on your website, etc.? | Not disclosed | ||
| If the portfolio has an ESG score, how often is that score recalculated to account for changes to portfolio holdings? | Not disclosed | ||
Impact Investing Score
| Impact Investing Score |
|
||
|---|---|---|---|
| Does the portfolio have an Impact Investment score? | Not disclosed | ||
| If a score is calculated, is this publicly available; i.e. displayed in monthly reports, on your website, etc.? | Not disclosed | ||
| 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 | |||
| Is the fund RIAA certified? | Yes | |||
| Date certified | ||||
| Responsible Investment Factsheet | View Responsible Investment Factsheet document | |||
Federation Alternative Investments II (Wholesale)
Strategy Summary
The Fund's investment objective is to deliver significant capital growth over the medium to long-term primarily through investments across a range of private assets. The Fund targets companies with strong growth potential across the Asia-Pacific region and other jurisdictions as determined by the Investment Manager. Its primary investment focus is on direct and indirect equity investments, or such other investments if the Investment Manager foresees a pathway to equity. The sectors that the Fund Manager targets include clean power, education, healthcare, disability care, sectors servicing an ageing population, technology, and financials and fintech.
Key Terms
| Status: | Open | Inception Date: | Oct 2021 |
| Strategy: | Private Equity | Style: | Blend |
| Geography: | Asia Pacific | Domicile: | Australia |
| Investors: | Wholesale | Min. Investment: | AU$1000000 |
| Mgmt. Fee: | 1.5% | Perf. Fee: | 20% |
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