Resources

Our Team

  Meet our experienced investment team

Our Ethical Charter and Stewardship Policy

Our Ethical Charter describes in detail the process through which we select investments that best align with the ethical values of our investors.

  Download our Ethical Charter and Stewardship Policy

Quarterly Performance Reports 

  Ethical Investment Growth

  Ethical Investment Fixed Income

  Ethical Investment Mid-Cap

  Ethical Investment Large-Cap

Our Transparency

We believe in providing full transparency of the managers and companies we invest in.

  Download our full list of investment holdings

Our Engagement

  Download the latest disclosure of our Corporate Engagement

Product Disclosure Statements

  Download the Product Disclosure Statements for the portfolios