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