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Sustainability Fund - Australian Shares

For more information
call 131 817

Contact a Westpac Financial Planner

 

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. Income-only investments 0-10%,  Australian shares 90-100%

Who should invest?
This Fund is suitable for investors who:

  • Have an investment timeframe of at least five years
  • Want to invest in portfolio of Australian shares with a focus on companies with superior sustainability performance, covering environmental, social and economic criteria
  • Are looking to build wealth over time
  • Are willing to accept the risks of potential volatility associated with a sharemarket investment.

To get information about other Funds within this portfolio return to the product comparison table.

 

 

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