APOSTLE

Ethical Investment

Delivering Financial Returns While Positively Impacting Society and the Environment 

 

Investing in Change

Consumers are demanding change. We’re helping them drive it.

Consumers values have rapidly centred around addressing urgent global challenges. They are increasingly aware of whether companies address these challenges or contribute to them. Our Strategies drive change by investing in positive impact areas and avoiding negative impact areas.

Growing Areas

Clean Energy

Sustainable Agriculture

Biotechnology

Healthcare

Education

Inclusive Finance

Clean Energy

Sustainable Agriculture

Biotechnology

Healthcare

Education

Inclusive Finance

Declining Areas

Fossil Fuels

Deforestation

Nuclear Waste

Gambling

Alcohol & Tabacco

Weapons & Armaments

Fossil Fuels

Deforestation

Nuclear Waste

Gambling

Alcohol & Tabacco

Weapons & Armaments

Doing good pays Dividends

By investing in solutions to the world’s problems, our portfolios generate competitive financial returns through their value to society. 

The Apostle Ethical Balanced Fund, which will launch on the 1st July 2021, has significantly outperformed the broad market based on its paper portfolio. At the same time, it has outperformed in a range of key impact areas.

Our Strategy

Our diversified ethical portfolios invest in positive impact and avoid negative impact. We believe this approach should lead to outperformance.

Invest in positive impact – We invest in high quality Funds that provide solutions to society’s problems. The underlying companies are valued by consumers and are positioned to generate sustainable returns. 

Avoid negative impact – We have a strict zero-tolerance policy to negative impact areas, meaning all companies we invest in must have 0% direct revenue exposure to our ethical exclusions. This avoids harm and protects downside risk by avoiding areas in decline.

Diversification – Investors gain access to a diversified portfolio across countries, industries and investment styles. The portfolio has a careful blend of highly-focused impact strategies and more broadly diversified ESG strategies, which ensures positive impact and diversification benefits coexist.

Australia’s leading zero-tolerance investment manager

Unlike other ESG Managers, we have a strict zero-tolerance policy to negative impact areas, meaning all portfolio companies have 0% revenue exposure to the following:

Fossil fuels

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We don’t invest in companies that derive direct revenue from fossil fuel production, including Thermal coal, Oil, Petroleum, Coal Seam Gas, Tar Sands, Oil Sands and Peat.

Gambling

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We don’t invest in companies that derive direct revenue from  gaming activities (including gambling facilities, operations and specialized equipment).

Weapons

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We don’t invest in companies that derive direct revenue from weapons and armaments manufacturing, such as controversial weapons, nuclear weapons or civilian firearms.

animal Cruelty

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We don’t invest in companies that conduct animal cruelty, unless legally required for human medical research.

nuclear power

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We don’t invest in companies that derive direct revenue from the production of new nuclear power plants. 

deforestation

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We don’t invest in companies that engage in non-essential deforestation, including native or old-growth logging, deforestation for palm oil production or for non-forestry purposes.

pornography

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We don’t invest in companies that derive direct revenue from the production of adult content.

human rights

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We don’t invest in any company or entity convicted of violating human rights, as defined by the UN International Human rights Law, Commonwealth Modern Slavery Act 2018 and the UN Conventions of the Rights of the Child.

unethical corporate governance

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We don’t invest in companies that breach our corporate governance standards, defined by the fair treatment of employees, customers and stakeholders. 

Tobacco & Alcohol

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We don’t invest in companies that derive direct revenue from alcohol/tobacco production.