Portfolio

Top 10 overweight positions

Relative to the ASX 100 Index, as at 30 September 2020

In alphabetical order:
ANZ Banking Group Ltd Newcrest Mining Ltd
Cochlear Ltd Oz Minerals Ltd
CSL Limited Qube Holdings Ltd
Macquarie Group Ltd Sydney Airport
National Australia Bank Ltd Telstra Corporation Ltd

 

Top 10 underweight positions

Relative to the ASX 100 Index, as at 30 September 2020

In alphabetical order:
Afterpay Ltd Goodman Group
AGL Energy Ltd Resmend Inc
Amcor Plc Sonic Healthcare Ltd
Aristocrat Leisure South32 Ltd
BHP Group Ltd 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