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 Advisers 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.
Why Invest in the Ethical Investment Fixed Income Portfolio
Ethical Advisers Funds Management are highly qualified to construct portfolios designed to meet ethical needs while generating a strong return
According to RIAA, 9 in 10 Australians expect their money to be managed with social and environmental impacts taken into consideration.
Excluding investments in areas such as oil and coal, and targeting investments in emerging areas in sustainable technology, healthcare and renewable energy will help future proof your portfolio.
This is a first of its kind managed portfolio, providing access to investments which are actively making a positive contribution to a sustainable future.
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.
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 available in superannuation and investment on the Hub24 and Dash platforms. If you are interested in investing in the portfolio, please speak to your financial adviser, or Contact Us today.