To deliver superior investment performance by taking a long-term investment view and integrating sustainability research within a rigorous fundamental equity analysis framework.

Investment Strategy:

The option’s strategy is to invest in high quality businesses, whose securities are attractively priced, with strong management teams that are capable of delivering superior long term returns. A crucial element of this sustainable investing strategy is to select companies that demonstrate practices and processes that will sustain their profits in a changing, challenging environment. Sustainable investing is the explicit recognition that economic, health, environmental, social and governance factors directly affect long-term business profitability. The option will invest in between 25 and 60 companies. Whilst hedging may be used to manage currency exposures against the relevant benchmark (MSCI World ex- Australia Index (AUD)), overall currency exposure will not be hedged back into Australian dollars.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	70%	BoQ
BT Margin Lending	70%	BT
Macquarie Margin Loan	70%	Macq

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.