Equity Trustees Limited

Manager Overview

Equity Trustees was established as an independent Trustee and Executor company in 1888 and has become one of Australia's largest specialist trustee companies. Currently, the Company manages more than $4 billion in funds across Australian shares, global shares, credit and fixed income. Equity Trustees in-house asset management team of 14 people includes specialist equity and fixed income managers supported by research analysts and client portfolio dealers. The Company is led by Darren Thompson, Head of Asset Management, and Chris Haynes, Head of Equities, who together have more than 60 years of investment market experience. The team also includes three specialists through our partnership with EightBays Investment Management, and is supported by independent asset consultant Mercer Investments (Australia).

Manager's responsible investing approach

The responsible investment framework is fully embedded into the company's investment and fund selection process across asset classes and delivered through a range of approaches spanning ESG integration, engagement with companies on ESG issues, exercising of their proxy voting rights, ethical investing, support for sustainable organisations and impact investing. Equity Trustees Asset Management is a member of the Responsible Investment Association Australasia (RIAA) and a signatory to the United Nations-supported Principals for Responsible Investment (PRI). As a PRI signatory, the company reports regularly on its responsible investing approach and is assessed on its implementation.

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
EQT Responsible Investment Australian Share FundEQT Responsible Investment Australian Share Fund	A-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
EQT Responsible Investment Global Share FundEQT Responsible Investment Global Share Fund	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort

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Funds

EQT Responsible Investment Global Share Fund

Strategy Summary

The Fund aims to outperform the MSCI World Index net dividends reinvested (AUD) over rolling five-year periods, after taking into account fees and expenses. It gains exposure to a wide range of international share markets by investing into international equity managed funds that apply a responsible investing lens to their process. Equity Trustees, on behalf of the Fund, aim to invest in a small number of funds with a minimal cash holding.

Key Terms

Status:	Open	Inception Date:	Feb 2006
Strategy:	Equity Long	Style:	Blend
Geography:	Australia/Global	Domicile:	Australia
Investors:	Retail	Min. Investment:	AU$5000
Mgmt. Fee:	1.15%	Perf. Fee:	0%

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