Ethical Investment Large-Cap Portfolio

You can invest in companies which are actively making a positive contribution to a sustainable future

What is the Ethical Investment Large-Cap Portfolio?

The Large-Cap portfolio is ideal for investors who hold strong ethical values and would like to invest in large Australian listed companies. This fund focuses only the largest and most sustainable and highest rated companies from an environmental, social and governance perspective on the Australian share market.

The Large-Cap portfolio specifically targets investments with positive environmental or social aspects, and excludes investments which damage the environment or cause harm to society. The objective of the Ethical Investment Large-Cap portfolio is to outperform the benchmark of the S&P/ASX 200 over the long term, while providing investors with access to large-cap stocks which meet environmental and socially responsible standards.

A key focus of the portfolio is to find companies which are involved in positive environmental activities or which provide benefits to society, such as healthcare, renewable energy, energy efficiency and technology, food, water, sustainable agriculture, education, community development and social welfare.

Looking for a positive change?

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 Mid-Cap 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.

 

Companies in the Portfolio

Below are examples of the types of investments we select for the Large-Cap portfolio. 

Sims Metal Management – Recycling

Sims Metal Management has built a network of processing facilities in five continents, including the US, Australasia & the UK. Its operations encompass the buying, processing and selling of ferrous and non-ferrous recycled metals. The companies processing capacity operates to the highest environmental and quality standards.

Ramsay Health Care – Healthcare

Established in Sydney, in 1964, Ramsay Health Care is a global health care company with a reputation for operating high-quality services and delivering excellent patient care. The company delivers a range of primary care to highly complex surgery, as well as mental health care & rehabilitation from 480 facilities across 11 countries.

Bendigo & Adelaide Bank – Responsible Banking

Bendigo and Adelaide Bank is an Australian owned community-focused bank with assets under management of more than $65.7 billion. Its network of brands provide a wide range of products & services, including personal and business banking, commercial mortgages and unsecured loans, investment products, insurance & superannuation.

Cochlear – Healthcare Technology

For over 30 years, Cochlear has delivered numerous ‘world firsts’ in hearing technology with its life-changing hearing solutions. Cochlear’s products include a Cochlear Implant, an effective and long-term solution for people with moderate to profound hearing loss, as well as the Baha Bone Conduction Implant.

 

How can I invest?

The Ethical Investment Large-Cap 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.

Speak to Us

1300 25 44 13

© Copyright 2023 Ethical Investment Funds Management Pty Ltd ABN: 66 634 011 724
Ethical Investment Advisers (AFSL 276544) is an Australian Financial Services Licensee.

Ethical Investment Funds Management Pty Ltd is a Corporate Authorised Representative (001277050) of Ethical Investment Advisers Pty Ltd.

 

¹ The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

 

 

Ethical Investment Funds Management acknowledge the Traditional Custodians of the lands on which we work and live, the Aboriginal and Torres Straight Islander people of Australia, and pay our respect to the Elders past, present and emerging. We recognise and respect their cultural heritage, beliefs and relationship with the land and waters, and recognise their role in caring for and maintaining the land over thousands of years. We also extend that respect to other First Nations. We see reconciliation as a fundamental responsibility and we are committed to advancing reconciliation with Australia’s First Peoples and engaging with their concerns.

 

The information on this website has been provided for general information purposes and must not be construed as investment or professional advice. Ethical Investment Funds Management suggests you consider obtaining professional advice before making any investment decisions.

 

Please refer to the Product Disclosure Statement (PDS) before making any investment decisions. Past performance is not necessarily indicative of future returns.

 

Head Office: 1 Enoggera Terrace, Red Hill QLD 4059  ABN: 26 108 175 819

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