This Fund is an actively managed, high conviction portfolio of 10-30 Australian and New Zealand stocks.
Consistent with our other funds, the Fund is ethically managed, focusing on stocks with high ESG ratings.
The Fund has achieved excellent returns to date, up +21% (post fees) since inception of 30 Sep 2019.
*Returns are post fees and pre-tax. Benchmark market index is a 50/50 split of the NZX50/ASX200 Indices.
The Fund's investment approach is focused on capital preservation with the objective of a lower downside risk profile than the market - illustrated during the market turmoil earlier this year. The Fund invests in stocks within our key investment themes such as Renewable Energy and Data Centres.
We continue to view Australasia as an attractive region for investment (see the investment case below).
For more information, including the PDS and application form CLICK HERE.
If you would like to speak to one of the team directly, simply reply to this email or call 0800 ETHICAL.