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Sustainable Future

The Sustainable Future Trust seeks to invest in smaller and mid-cap companies that are making a positive contribution to a sustainable future and avoids investing in fossil fuel, gambling, tobacco, alcohol or fast food industries.

Description

The Sustainable Future Trust is an actively managed portfolio of mainly smaller and mid-cap listed companies. The Trust avoids investing in companies that have more than 10% of revenue from thermal coal mining, oil, and gas, gambling, the production of weapons, or the sale of tobacco, alcohol, or unhealthy fast food.

The Trust  seeks to invest in companies that:

  • Are making a positive contribution to creating a sustainable future;
  • Conduct business taking into consideration environmental, social and governance (“ESG”) criteria and/or conduct business in industries which have favourable characteristics having regard to ESG criteria; or
  • Operate in industries which do not have favourable ESG characteristics but those industries are relied upon by the community and the companies are actively engaged in reducing ESG impacts or improving ESG outcomes.
Objective

We aim to outperform the benchmark over the long term after fees and expenses, by investing in a diversified portfolio of smaller companies that conduct business taking into consideration environmental, social and governance (“ESG”) criteria and/or conduct business in industries which have favourable characteristics having regard to ESG criteria.

Investor Profile

The Trust may be suitable for investors with an investment horizon of five years or more, who are seeking exposure to a portfolio of mainly smaller or mid-capitalisation companies listed (or soon to be listed) on the ASX or New Zealand stock exchanges.

Latest Commentary & Performance
Product Disclosure Statement
Application Form

Start investing in Sustainable Future today.

Risk/Return profile

High

Returns achieved mainly through

Growth and Income

Income distribution

Half yearly

Min. recommended investment period

5 years

Minimum investment

$25,000

Minimum added investment

$5,000

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