Ethical Investment Fixed Income Portfolio
We select investment managers with strong performance track records and a focus on sustainability and ethical investing
What is the Ethical Investment Fixed Income Portfolio?
The portfolio invests across a diversified range of fixed income investments, including Australian and international fixed income assets and cash, with the underlying managers selected specifically to ensure an optimal blend of investment styles and approaches.
Ethical Investment Funds Management screen and select the investments based on their financial performance as well as their environmental and social performance. The preferred funds are those which actively seek out companies involved in positive environmental activities or which provide benefits to society.
Calculate your Impact
Our Impact Calculator gives you the ability to see the tangible, real-world impact your money is having on the environment and society.
Why Invest in the Ethical Investment Fixed Income Portfolio
Specialists
Ethical Investment Funds Management are highly qualified to construct portfolios designed to meet ethical needs while generating a strong return
Meets Expectations
According to RIAA, 9 in 10 Australians expect their money to be managed with social and environmental impacts taken into consideration.
Future Proof
By investing in industries of the future and targeting investments in emerging areas such as sustainable technology, healthcare and renewable energy, you may help future proof your portfolio.
Unique Offering
A first of its kind managed portfolios, providing access to investments which prioritise making a positive contribution to a sustainable future. Our Ethical Charter outlines what we consider to be a positive investment.
Managers we Invest In
We invest in like-minded managers who have a strong focus on sustainability and investing ethically, as well as a strong track record of performance.
Investment Objective
The fund aims to provide a well-diversified exposure to fixed income assets with a low-cost, low-risk investment strategy that aims to meet the benchmark of CPI plus 1% per annum.
This portfolio is ideal for investors looking for capital preservation in environmentally sustainable and socially responsible assets.
Bonds in the Portfolio
We invest in over 400 bonds worldwide. We outline a few of these bonds below.
Queensland Treasury – Green Bond
Queensland’s first Green Bond which is used to finance Gold Coast and Brisbane Rail, a Sunshine Coast Solar Farm that will provide energy to Sunshine Coast Council, and Brisbane Bikeways.
International Finance Corporation – Social Bond
The Lebanese Association for Development project will help Al Majmoua, a leading microfinance institution, expand its outreach. In a country where female entrepreneurs have low access to bank loans, the project directly aims to reach Lebanon’s vulnerable & refugee community, particularly those from Syria, seeking to promote financial inclusion & support growth of women-owned businesses.
Asian Development Bank – Green Bond
This bond funds the Jaipur Metro Rail Project, which is an underground metro line set to improve the mass rapid transit system in Rajasthan’s capital, Jaipur. The project serves the growing population while reducing emissions, providing an efficient public transport option for citizens. The metro lines are mainly elevated along the major arterial roads and underground, beneath the city ’s busy central zone. The project also supports local employment by providing additional job opportunities, including for women.
How to Invest
The Ethical Investment Fixed Income Portfolio is currently closed to new investors, and is only available for private clients.
The Ethical Investment Growth and Ethical Investment Australian Equities portfolios are both currently open for investment.