The Fund provides exposure to an actively managed portfolio, predominantly made up of listed Australian equities which meet Ausbil’s sustainability approach to investing. The Fund invests in a portfolio of listed Australian companies which are primarily selected from the S&P/ASX 200 Index, that have a relatively good sustainable profile that are not subject to long-term earnings sustainability risk.
Ausbil’s dedicated ESG team researches on a proprietary basis, assesses and scores a company based on the industry in which a company operates in (ie what a company does) and a company’s ESG factors (ie how a company manages these factors). The combination being a sustainability score, which indicates a company’s sustainability profile.
The universe is refined to remove companies subject to long-term earnings sustainability risk including companies with material direct exposure or a significant indirect exposure to:
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the production or distribution of alcohol, gambling, pornography;
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the distribution of tobacco;
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the production or distribution of weapons & armaments;
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the mining of uranium; and
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the exploration, mining and/or distribution of fossil fuels, such as oil, gas, oil sands and coal
Furthermore, the universe is refined to remove companies with a direct exposure (0% of earnings) to:
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the production of tobacco and tobacco-based products; and
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the production of controversial weapon & armaments.
Fund objective
To achieve returns (before fees and taxes) in excess of the S&P/ASX 200 Accumulation Index over the long term by primarily investing in listed Australian companies which meet Ausbil’s sustainability approach to investing. There is no guarantee that this objective will be achieved.
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17 Feb 2021
17 Feb 2021 - Ausbil’s Active Sustainable Equity Fund Portfolio Manager Nicholas Condoleon and Ausbil Investment Management's Head of ESG Research Måns Carlsson talk about the composition of the fund, the exclusion of fossil fuels, returns and themes in ESG investing and the 3 year anniversary.
25 Nov 2019
25 Nov 2019 - Ausbil Investment Management Head of ESG Research, Måns Carlsson-Sweeny, talks about his work with companies combating slavery in investment supply chains and his input into the Commonwealth’s Modern Slavery Act (2018).
20 Nov 2019
20 Nov 2019 - Ausbil Investment Management Chief Investment Officer, Paul Xiradis and Ausbil Head of ESG Research, Måns Carlsson-Sweeny, provide an update on the Ausbil Active Sustainable Equity fund’s performance, talk about what the fund looks for in businesses that fit the description of "sustainable", and discuss how these characteristics provide long-term above-market returns.
30 Oct 2018
30 Oct 2018 - Ausbil Investment Management, Head of ESG Research, Mans Carlsson-Sweeny & CIO, Head of Equities & Portfolio Manager, Ausbil Active Sustainable Equities Fund, Paul Xiradis talk sustainable business and investing for the long term.
Unless otherwise specified, any information contained in this publication is current as at the date of this report and is prepared by Ausbil Investment Management Limited (ABN 26 076 316 473 AFSL 229722) (Ausbil). Ausbil is the issuer of the Ausbil Active Sustainable Equity Fund (ARSN 623 141 784) (Fund). This report contains general information only and the information provided is factual only and does not constitute financial product advice. It does not take account of your individual objectives, financial situation or needs. Before acting on it, you should seek independent financial and tax advice about its appropriateness to your objectives, financial situation and needs. Securities and sectors mentioned in this monthly report are presented to illustrate companies and sectors in which the Fund has invested and should not be considered a recommendation to purchase, sell or hold any particular security. Holdings are subject to change daily. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. Unless otherwise stated, performance figures are calculated net of fees and assume distributions are reinvested. Due to rounding the figures in the holdings, breakdowns may not add up to 100%. No guarantee or warranty is made as to the accuracy, adequacy or reliability of any statements, estimates, opinions or other information contained herein (any of which may change without notice) and should not be relied upon as a representation express or implied as to any future or current matter. You should consider the Product Disclosure Statement which is available at www.ausbil.com.au and the target market determination which is available at https://www.ausbil.com.au/ invest-with-us/design-and-distribution-obligations/fund-tmds before acquiring or investing in the fund.
