Top 10 overweight positions
Relative to the ASX 100 Index, as at 29 February 2020
| In alphabetical order: | |
|---|---|
| CSL Limited | Rio Tinto |
| Lendlease Group | SEEK |
| Macquarie Group | Virgin Money UK Plc |
| Oz Minerals | Wesfarmers |
| Reliance Worldwide Corporation | WorleyParsons |
Top 10 underweight positions
Relative to the ASX 100 Index, as at 29 February 2020
| In alphabetical order: | |
|---|---|
| AGL Energy | Goodman Group |
| Amcor Plc | Origin Energy |
| Aristocrat Leisure | Santos |
| BHP Group Ltd | Sonic Healthcare |
| Fortescue Metals Group | Westpac Banking Corporation |
Portfolio carbon intensity
The Fund is focused on investment in organisations with sustainable operating practices, including minimising environmental harm, reducing the investment portfolio’s carbon impact (as measured by tonnes of CO2 per million dollars of sales) comparative to the S&P/ASX 100 index.
*As at 30 September 2018. Source: MSCI ESG Research, Bloomberg, Walsh & Company Asset Management