Consider a margin loan where you can choose from over 660 approved Australian securities.
Investment objective & strategy
To provide access to capital growth and some income over the long term (at least five years) from investment in international shares, while maximising the sustainability focus of the Fund.
The Fund invests directly or indirectly in shares listed on stock exchanges included in the Dow Jones Sustainability Group World Index (ex Australia) or those intended to be included within three months of listing. The only exclusions will be companies that directly mine or use uranium for power generation and companies deriving more than 50% of their sales from weapons and armaments. The currency policy is to maintain a diversified exposure to broad range of currencies with no hedging against exchange rate movements.
Target investment mix
The illustration below outlines the standard allocation range of each investment type for the Fund. The actual investment mix may vary depending on market conditions.
Who should invest?
This Fund is suitable for investors who: