Portfolio

Top 10 overweight positions

Relative to the ASX 100 Index, as at 31 January 2018

 

In alphabetical order:
Brambles Ltd Oz Minerals Ltd
Cleanaway Waste Management Ltd Rio Tinto Ltd
CSL Limited Unibail-Rodamco-Westfield
Iluka Resources Ltd Wesfarmers Ltd
Macquarie Group Ltd Woodside Petroleum Ltd

 

Top 10 underweight positions

Relative to the ASX 100 Index, as at 31 January 2018

In alphabetical order:
AGL Energy Ltd Origin Energy Ltd
Amcor Ltd Santos Limited
Aristocrat Leisure Ltd Sonic Healthcare Ltd
BHP Group Ltd Tabcorp Holdings Ltd
Goodman Group Treasury Wine Estates 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