Manager Overview

Morphic is a Sydney-based investment manager that has a strong record for delivering high risk-adjusted returns from investing in global equities in a way that doesn't harm the environment, society or people. Morphic was founded by Jack Lowenstein and Chad Slater in 2012 after working together for many years at Hunter Hall, a pioneer in ethical investing, where they established an excellent track record. In June 2019, Ellerston Capital announced that they had acquired a controlling interest in Morphic Asset Management. Morphic is now a subsidiary of Ellerston. Morphic's founders continue to run Morphic's fund but now have access to Ellerston's wider analyst pool and infrastructure. Morphic is a signatory of the Principles for Responsible Investment (PRI). The Morphic Ethical Equities Fund (ASX: MEC) is certified by the Responsible Investment Association of Australasia (RIAA) as an ethical investment available to investors. Morphic is also a signatory of Climate Action 100+, a five-year initiative led by investors to engage with the world's largest corporate greenhouse gas emitters to improve governance on climate change, curb emissions and strengthen climate-related financial disclosures.

Manager's responsible investing approach

Morphic Asset Management Pty Limited (Morphic) is a Sydney based investment manager that invests in global equities. It is the charitable goal of the Manager to help support the environment and it will give 2.5% of its fees from managing the Fund to Bush Heritage, a charity that focuses on Australian biodiversity through land conservation.

The Company's Investment Strategy is to construct a portfolio of ethically screened global Securities and Derivatives, designed to provide risk adjusted returns to Shareholders. The portfolio will exclude direct investments in entities involved in environmental destruction, including coal and uranium mining, oil and gas, intensive animal farming and aquaculture, tobacco and alcohol, armaments, gambling and rainforest and old growth logging. A minimum of 5% of the portfolio will be invested in the Securities of entities that the Manager believes are working to make a positive future for the world we live in.