Westpac and Monash

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Credentials in Socially Responsible Investments
Westpac Investment Management (now part of BT Financial Group) is a proven leader in Australia's socially responsible investment industry.

We have been involved in educating the financial community since 1997 about the need to promote a sustainable future as well as providing a range of socially responsible investment solutions.
Our commitment to a sustainable future

One of the six founding signatories on the United Nations Environment Program in the early 1990s (now more than 250 signatories worldwide)
Pioneered the best of sector process in Australia with the launch of BT Institutional Eco Share Fund (1999) in conjunction with Monash Sustainability Enterprises (Monash)
The first Australian licensee of the world's most recognised sustainability measure, the Dow Jones Sustainability Group Index, for BT institutional International Sustainability Share Fund
Developed the first comprehensive environmental and social ratings in Australia with Monash for BT Institutional Australian Sustainability Share Fund (2001)

Westpac and Monash leading the field
Westpac Investment Management and Monash were declared the inaugural winners of the Banksia Environmental Foundation Award for Socially Responsible Investment in June 2001. The award recognises innovation and leadership in the field of socially responsible investment practices and services. This award is seen as a high accolade in the field of environmental endeavour in Australia.

Monash Sustainability Enterprises
With vast experience in environmental and social research, Monash aims to promote approaches that satisfy both environmental and commercial objectives while maintaining a commitment to social responsibility.

That is why we rely on Monash Sustainability Enterprises to provide the environmental and social ratings for our Socially Responsible Investments funds.

Glossary

See our glossary of terms relating to socially responsible investments.

BT and Westpac

BT Financial Group, part of the Westpac Group, gives you access to a wide range of managed investments to help grow your wealth.

About BT and Westpac

Corporate Responsibility

Learn about our commitment to corporate responsibility.

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Important Information

Past performance is not a reliable indicator of future performance.

Offers of interests in the Westpac Australian Sustainability Fund, Westpac Australia Eco Share Fund and Westpac International Sustainability Share Fund ("Funds") will be made in a copy of the offer document for the relevant Fund and you can acquire interests by completing an application form attached to the offer document. The minimum investment is $500,000.

Investments in the Funds are not investments, deposits or other liabilities of, and are not guaranteed by Westpac Banking Corporation or other members of the Westpac Group. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances, and loss of income and principal invested. Neither WBC nor any other member of the Westpac Group guarantees the capital value or performance of these investments or the assets of the Funds.