Australian equity strategies based on a common foundation - a results-driven team culture, best ideas process and global value-add leverage.
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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, Innovest Strategic Value Advisors).
Assets in Strategy
Over $95 million
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
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Strategy Brief
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About Sustainable Investing
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About Innovest Strategic Value Advisors
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Other Australian Equities Links
Core
Concentrated
Small Companies
High Income
Long/Short
Quick Contacts
General Enquiries
Tel: +61 2 9276 6200
Client Services
Tel (Aus): 1300 365 439
Tel (Int): +61 2 9276 6276
