Socially Responsible Australian Shares

ManagerFund NameInvestment StyleWebsite
DNR CapitalDNR Capital SRI
  • The DNR Capital SRI fund is a High Conviction Australian Equity fund manager that invests in quality companies
  • The strategy holds around 15-30 Australian stocks and excludes the following sectors and stocks: Tobacco, Alcohol, Controversial Weapons, Pornography, Gambling and Fossil Fuels

Socially Responsible International Shares

MangerFund NameInvestment StyleWebsite
RobecoJANA Robeco Global SRI
    • The Robeco Global SRI strategy is an enhanced index strategy, attractive stocks are ascribed a higher weight and unattractive stocks are ascribed a lower weight resulting in a slight deviation from index weights to outperform the benchmark index. Robeco integrates ESG factors in portfolio construction and actively engages with investee companies to increase alignment with sustainability goals
    • The portfolio screens and excludes: Alcohol, Tobacco, gambling, Controversial Weapons, Thermal Coal, Tar & Oil Sands, Shale Oil, Coking Coal & Unconventional Gasses, Fossil Fuels, Adult Entertainment, Palm Oil Producers, Nuclear Power Generation, Human Rights, Responsible Environment & Labour & Anti-Corruption Practices