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Home > Strategies > Sustainable

Sustainable Australian Equities

Focuses on stocks that not only exhibit strong earnings growth but also demonstrate sustainable social and environmental activities.

Investment Process 
Invests in companies that actively adopt acceptable environmental, social and governance standards within their business. We combine a portfolio of Australian equities stocks with sustainability research (provided by global research firm, RiskMetrics Group#).

Target Performance
At least 2.5% pa above the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three year periods.

Target Tracking Error
<6.5% pa

Number of Stocks
30-50

 

#RiskMetrics acquired Innovest Strategic Value Advisors in February 2009. 
INGIM has been utilising the sustainability ratings and analysis of Innovest since 2006.