Federation Asset Management

Manager Overview

Federation invests in real estate, infrastructure and private businesses and assets that meet economic and social needs. The Federation team has expertise across a range of sectors, including clean power, education, healthcare, disability care, sectors servicing an ageing population, technology, and financials and fintech. It aims to serve investors seeking profit with purpose by investing in assets and businesses that meet social and economic needs across renewable energy, social infrastructure and private equity. Federation is a member of the Responsible Investment Association of Australasia and is a signatory to the UN Principles for Responsible Investment.

Manager's responsible investing approach

Federation believes the pathway to long-term value creation is to invest in companies and assets that address key ESG considerations including environmental impact, social impact and corporate governance. Federation invests in the areas that make the greatest net positive difference to society, and it believes in turn will produce the greatest long-term value. The Company's Investment Committee and investment team take into account ESG and ethical issues in its process of research, analysis, selection and monitoring of investments. It employs positive and negative screens to ensure that its investing activities are responsible.

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals
Federation Alternative Investments II (Retail)Federation Alternative Investments II (Retail)	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	A-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort
Federation Alternative Investments II (Wholesale)Federation Alternative Investments II (Wholesale)	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	A-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort

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Funds

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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Insights

26 Aug 2024 Nuclear and Hydrogen - is it not rocket science? Author: Federation Asset Management

As long-term investors in infrastructure that drives the decarbonisation of economies, wetake a technology agnostic approach, developing infrastructure that directly or indirectlyreduces greenhouse gas emissions (GHG), and delivers an attractive risk-return profile.

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