Portfolio

Top 10 overweight positions

Relative to the ASX 100 Index, as at 31 May 2020

In alphabetical order:
Alumina Ltd National Australia Bank Ltd
APA Group Newcrest Mining Ltd
Cochlear Ltd Oz Minerals Ltd
CSL Limited Rio Tinto Ltd
Macquarie Group Ltd Virgin Money UK Plc

 

Top 10 underweight positions

Relative to the ASX 100 Index, as at 31 May 2020

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