Australian Shares SMA Portfolio
An ethically-active Australian shares portfolio that restricts+ investments in harmful companies while seeking out positive, future-building investments.
Now available on
Our managed funds and SMA strategy are available on a number of platforms.
Find out more about platform availability here.
Overview
Our Australian Shares SMA offers clients the opportunity to invest in a portfolio of Australian companies that aligns with their own values – we restrict companies that cause unnecessary harm to people, animals, society and the environment and seek out positive, future-building companies across healthcare, technology, utilities and finance.
The Portfolio aims to exceed the return of the ASX200 Total Return Index after taking into account management expenses over a 7 year period.
We apply ethical screening and fundamental investment analysis to give clients a responsible alternative to mainstream equity portfolios – all within the flexible and transparent structure of an SMA.
Leveraging the team, process and 20 plus year track record* of our award-winning# Australian Shares Fund, it provides a concentrated portfolio of 15 to 30 holdings with a large cap bias, and is shaped by our Ethical Charter.
Features & benefits
Ethically screened
From the team behind our award-winning# Australian Shares Fund
A portfolio of 15 to 30 stocks with a large cap bias
A mix of quality growth stocks and traditional yielding stocks
Higher allocations to healthcare, IT utilities and finance
We restrict⁺ investments in fossil fuels, nuclear, gambling, and tobacco
Portfolio commentary
Check out our latest SMA Portfolio commentary for the quarter ended 31 March 2023.
Spotlight: Australian Shares SMA Portfolio
Join Mark Williams as he unveils the key drivers behind the recent performance of our Australian Shares SMA Portfolio.
Ratings & awards
Lonsec Research Rating2
Lonsec Sustainability Score – 5 Bees2
1st quartile grade by the Evergreen Responsible Investiment Grading Index3
Money Management Fund Manager of the Year 2021
Australian Ethical Australian Shares Fund - Winner Responsible Investments
Financial Standard Leadership Awards
Australian Ethical Australian Shares Fund - Winner ESG Australian Equities 2021
1. Money Management Fund Manager of the Year 2021: Australian Ethical Australian Shares Fund - Winner Responsible Investments; Financial Standard Leadership Awards: Australian Ethical Australian Shares Fund - Winner ESG Australian Equities 2021.
2. The rating issued 10/2023 - Australian Ethical Australian Shares Portfolio and 10/2023 - Australian Ethical Australian Shares Portfolio (Sustainability Report) are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.
3. Evergreen Research Pty Ltd trading as ERIG Index ABN 17 647 506 590 is Authorised Representative 001289533 of Evergreen Fund Managers Pty Ltd ABN 75 602 703 202 AFSL 486275. The material is for the information purposes of non-retail clients only. It is not, and is not to be construed as, advice or a recommendation to acquire, hold or dispose of financial products or to use financial services.
Resources
Get in touch
Contact a member of our Adviser Relationship Team today if you would like to learn more about responsible investing or our range of ethical investments.
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