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
dnrcapital.com.au

List of Australian Shares SRI can be viewed here

All data is current as at 26 February 2021, all values are unaudited and subject to change.

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
robeco.com.au

List of International Shares SRI can be viewed here

All data is current as at 26 February 2021, all values are unaudited and subject to change.