Portfolio

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