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.
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.
Many of the investments are rated highly by the Ethical Advisers’ Co-operative, and all funds have been researched by Lonsec.
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.
Targeted Investments – Who we choose
Excluded Investments – Who we avoid
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.
Anglian Water UK – Green Bond
Anglian Water is working on innovative, emerging technologies to tackle challenges across the whole industrial water cycle, including; state-of-the- art sewer robots & drones with thermal imaging cameras to locate hidden water leaks; smart meters installed at nearly 6,000 properties to help customers save water and money; and 3D models & virtual reality technology which have been instrumental in the planning of large-scale engineering schemes.
Meridian Energy – Renewable Energy
Meridian Energy Limited is a New Zealand based company which generates 100% renewable energy. It generates the largest proportion of New Zealand’s electricity and provides electricity to customers including homes, businesses and farms in New Zealand, and provides metering, dam consultancy and insurance services. Meridian Energy operates seven hydro stations and ten wind farms in New Zealand and Australia.
How to Invest
The Ethical Investment Fixed Income Portfolio is currently available in superannuation and investment on the Hub24 platform. If you are interested in investing in the portfolio, please speak to your financial adviser, or Contact Us today.