Top 10 overweight positions
Relative to the ASX 100 Index, as at 30 November 2019
| In alphabetical order: | |
|---|---|
| Cleanaway Waste Management Ltd | Seek Ltd |
| Macquarie Group Ltd | Unibail-Rodamco-Westfield |
| Oz Minerals Ltd | Virgin Money UK Plc |
| Reliance Worldwide Corporation | Wesfarmers Ltd |
| Rio Tinto Ltd | Worley Ltd |
Top 10 underweight positions
Relative to the ASX 100 Index, as at 30 November 2019
| In alphabetical order: | |
|---|---|
| Amcor Plc | Origin Energy Ltd |
| Aristocrat Leisure | Santos Ltd |
| BHP Group Ltd | Sonic Healthcare Ltd |
| Fortescue Metals Group | South32 Ltd |
| Goodman 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