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Warakirri Asset Management

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Manager Overview

Warakirri was established in 1993 with a view to provide charitable and tax-exempt investors with an investment vehicle managed specifically to their tax-exempt status. Warakirri is 100% owned by its directors and employees and provides specialist investment vehicles to meet the needs of charities, superannuation and individual investors across Australian, global and emerging market equities, cash, Australian agriculture, currency management and US real estate.

Manager's responsible investing approach

Warakirri takes a holistic approach to sustainability that encompasses supporting its people and communities, enhancing productivity and profitability and environmental stewardship. Its commitment to sustainability is underpinned by three pillars that include the long-term needs of its people and communities, sustainable and profitable farming practices, and safeguarding climate and the environment. Warakirri's approach to sustainability is to adapt and evolve its practices over time to continually improve its sustainability performance over the long term. It has been investing sustainably in agriculture for over 25 years since the launch of its first institutional agricultural cropping mandate in 1996. Some of the non-agricultural funds may utilise Warakirri's Ethical Overlay, incorporating both positive (ESG) and negative exclusion components.

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Funds

Warakirri Ethical Global Equities Fund

Strategy Summary

The Warakirri Ethical Global Equities Fund is an actively managed portfolio holding between 20 to 40 global equities diversified by geography, industry and size of market capitalisation, while incorporating the Warakirri Ethical Overlay. Warakirri has appointed the global equities team at Northcape Capital as the underlying manager of the fund.

Key Terms

Status: Closed Inception Date: Nov 2016
Strategy: Equity Long Style: Blend
Geography: Australia/Global Domicile: Australia
Investors: Wholesale & Retail Min. Investment: AU$25000
Mgmt. Fee: 1.03% Perf. Fee: 10.3%

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