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