Portfolio

Top 10 overweight positions

Relative to the ASX 100 Index, as at 31 July 2019

In alphabetical order:
Cleanaway Waste Management Ltd Reliance Worldwide Corporation
CSL Ltd Rio Tinto Ltd
Macquarie Group Ltd SEEK Ltd
Newcrest Mining Wesfarmers
Oz Minerals Ltd WorleyParsons Ltd

 

Top 10 underweight positions

Relative to the ASX 100 Index, as at 31 July 2019

In alphabetical order:
AGL Energy Ltd Goodman Group
Amcor Ltd Origin Energy Ltd
Aristocrat Leisure Ltd Santos Ltd
BHP Group Ltd Sonic Healthcare Ltd
Fortescue Metals South32 Ltd

 

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