Portfolio

Top 10 overweight positions

Relative to the ASX 100 Index, as at 30 November 2019

In alphabetical order:
Cleanaway Waste Management Ltd Seek Ltd
Macquarie Group Ltd Unibail-Rodamco-Westfield
Oz Minerals Ltd Virgin Money UK Plc
Reliance Worldwide Corporation Wesfarmers Ltd
Rio Tinto Ltd Worley Ltd

 

Top 10 underweight positions

Relative to the ASX 100 Index, as at 30 November 2019

In alphabetical order:
Amcor Plc Origin Energy Ltd
Aristocrat Leisure Santos Ltd
BHP Group Ltd Sonic Healthcare Ltd
Fortescue Metals Group South32 Ltd
Goodman Group 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