Ethical Investment Mid-Cap Portfolio
You can invest in companies which are actively making a positive contribution to a sustainable future
What is the Ethical Investment Mid-Cap Portfolio?
The Mid-Cap portfolio is ideal for investors who hold strong ethical values and would like to invest in small and medium sized companies.
It’s the perfect mix of long-term growth opportunities with some income, created to outperform the S&P/ASX All Ordinaries Index over the long term, while providing access to companies which meet strict environmental and socially responsible standards.
The Mid-Cap portfolio specifically targets investments with positive environmental or social aspects, and excludes investments which damage the environment or cause harm to society.
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.
Karen McLeod discusses the Mid-Cap Portfolio
Targeted Investments – Who we choose
Excluded Investments – Who we avoid
Independent Analyst, Mark Forstmann, discusses the Mid-Cap Portfolio
Why Invest in the Ethical Investment Mid-Cap 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.
Companies in the Portfolio
Below are examples of the types of investments we select for the Mid-Cap portfolio.
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 Australia, and provides metering, dam consultancy and insurance services. Meridian Energy operates seven hydro stations and ten wind farms in New Zealand and Australia.
Ingenia Communities Group –Sustainable Living
Ingenia Communities Group owns, manages and develops a diversified portfolio of seniors living communities across Australia. Its real estate assets are valued at $224 million and include rental villages, deferred management fee villages, Manufactured Home Estates and three New Zealand student accommodation buildings.
Bingo Industries – Recycling
Bingo is a fully integrated recycling and waste management company, providing solutions across the entire waste management supply chain including collection, processing, separation, recycling & disposal. The company employs almost 800 staff across 17 locations in NSW and VIC..
Genex Power – Renewable Energy
Genex Power is an Australian public company focused on the production and storage of renewable energy. Genex is currently developing three innovative clean energy projects located in Northern Queensland.
Arena REIT – Social Infrastructure
Arena REIT manages and develops social infrastructure property assets across Australia. The properties are leased over the long-term to a diversified tenant base in the childcare and healthcare sectors. The company is also a fund manager with a strong track record in the management of unlisted funds that invest in the healthcare property sector..
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.
Freedom Foods Group – Health and Wellbeing
Freedom Foods Group Limited is a diversified food company operating in the Health and Wellness sector. The company manufactures, distributes, and markets allergen free cereals, nutritional snacks, biscuits, and long life beverages. It offers gluten free, wheat free, nut free, low sugar or salt, or highly fortified products, including breakfast cereals, biscuits, snack bars, soy, almond and rice beverages, and other complimentary products.
How can I invest?
The Ethical Investment Mid-Cap Portfolio is currently available in superannuation and investment on the Hub24, Praemium and Emerald Wrap platforms. If you are interested in investing in the portfolio, please speak to your financial adviser, or Contact Us.