Ethical Investment Growth Portfolio
We select investment managers with strong performance track records and a focus on sustainability and ethical investing
What is the Ethical Investment Growth Portfolio?
The portfolio invests across a diversified range of growth investments, including Australian shares, international shares and property assets, 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 Growth 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 growth assets which aim to meet the benchmark of the Morningstar Australia Multisector Aggressive (TR) AUD Index, after fees, over the long-term.
This portfolio is ideal for growth investors looking for large amounts of capital growth in assets which suit their ethical values.
Companies in the Portfolio
We invest in over 400 companies worldwide. We outline a few of these companies below.
First Solar – Renewable Energy
First Solar manufactures solar panels and provides supporting services for photovoltaic power plants including financing, construction, maintenance, and panel recycling. To date, the company has sold over 13.5 gigawatts of solar generated electricity and financed and facilitated projects worth more than $11bn.
Siemens – Energy Efficiency
Siemens is a large German conglomerate active in electrical engineering and electronics, with a core focus on the industrial megatrends of electrification, automation of production processes and digitalization of the factory environment. From renewable energy equipment to the more efficient transmission of power, smart grid solutions, buildings energy efficiency, lower carbon transportation and more efficient digital factories, Siemens’ products address an array of environmental challenges brought about by increased global population and urbanization.
Intuitive Surgical – Healthcare Technology
Intuitive Surgical is an American company that manufactures robotic surgical systems. The company has installed over 1,200 systems worldwide. It ’s most notable system is the da Vinci Surgical System which allows surgeons to perform robotically assisted, minimally invasive surgery like cardiac valve repair.
Tesla – Electric Vehicles
Tesla Motors is an American automaker and energy storage company pioneering in the space of producing electric cars, battery storage, and battery charging equipment. The company introduced the Powerwall and Powerpack which store excess energy generated from solar panels, allowing the user to reduce their reliance on fossil fuels. In 2016, Tesla acquired SolarCity and launched the Solar Roof. The rooftop solar tiles capture solar energy, while retaining visual aesthetics and costing less than traditional roof tiles.
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.
Redflow Limited – Battery Technology
Redflow is an Australian company focussing on the development of zinc-bromide flow batteries. Key products are Zinc Bromine battery flowing electrolyte module and Large and scalable energy batteries, which are sold to multinational companies supplying equipment to electricity utilities, renewable energy companies and electricity users.
How to Invest
The Ethical Investment Growth 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.