Consider a margin loan where you can choose from over 660 approved Australian securities.
Investment objective & strategy
To provide capital growth and some income over the long term (at least five years) from investment in Australian shares, while maximising the sustainability focus of the Fund.
The Fund invests directly or indirectly in shares of Australian companies that demonstrate best of sector sustainability performance as currently determined by Monash Centre for Environmental Management and Westpac. The Fund then invests across industry sectors, generally selecting those companies with the highest sustainability ranking. The Fund will only select companies with lower rankings where necessary to manage overall investment risk of the Fund. The only exclusion will be companies that directly mine or use uranium for power generation.
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: