Apostle Ethical Balanced Fund

Ethical Investing

Ethical Investing refers to investments made into companies, organizations and Funds with the intention of generating social and environmental benefits alongside good financial returns

This involves a two-stage process:

a) Select companies that are deemed to generate a positive impact
b) Ensure none of these companies have any involvement with negative impact

Vision

Our vision leverages world-class dedicated mangers with specific expertise in their niche for ethical investing. As the investible universe for truly ethical investing is relatively embryonic, it will be important to construct a portfolio of both experienced practitioners (core managers) as well as seed and start up opportunities (satellite). This will increase the ecosystem in this space to create a good bench of managers. In addition, it will create additional diversification and reduce fees.

The product aims to provide a net return to investors of 2.5% above inflation (CPI). The investments are liquid in nature and balanced between capital growth and defensive investments to provide a diversified ethical portfolio.

Investment Style

Within each asset class, our best-of-breed Fund managers will utilise fundamental, bottom-up research to find investments that are capable of real long-term wealth generation. Alongside financial returns, the Fund’s managers will also make quality investments that align with our ethical investing standards.

key Advantages

  • Ethical – Fully screened investments based on a zerotolerance exclusionary policy and a positive impact tilt.
  • Active – The Fund is actively management at the asset
    allocation and underlying strategy level.
  • Diversified – Investors gain access to a diversified portfolio
    across growth, defensive and alternative asset classes.
  • Specialists – Apostle exclusively seeks managers that
    specialize in their niche of ethical investing. All managers
    are PRI certified and have their own internal impact
    measurement frameworks.
  • Liquidity & Transparency – The portfolio holds only liquid
    investments. It is priced daily with daily liquidity. All
    holdings are disclosed to investors.
  • Expertise – Apostle’s governance structure includes our Ethical Advisory Board with significant ESG experience and access to Adelaide University’s PHD program for external research.
  • Reporting – Apostle collects ESG reporting from underlying
    managers and supplies detailed aggregated reporting on the
    Fund.

Product Flyer

Investing for positive impact

The Apostle Ethical Balanced Fund holds investments that are
making a measurable impact towards the United Nations Sustainable
Development Goals (SDGs), specifically targeting 14 impact areas:
No Poverty

  • Zero hunger
  • Good health and well-being
  • Quality education
  • Gender equality
  • Clean water and sanitation
  • Affordable and clean energy
  • Decent work and economic growth
  • Industry, innovation and infrastructure
  • Reduce inequalities
  • Sustainable cities and communities
  • Responsible consumption and production
  • Climate Action
  • Life on land

 

Zero-tolerance Negative Screening

  • Human rights violations
  • Unethical Corporate Governance (treatment of employees,
    customers, stakeholders and the environment)
  • Fossil fuels such as thermal coal, petroleum, uranium and
    peat
  • Weapons and defence
  • Gambling
  • Alcohol and tobacco (manufacture)
  • Pornography (production)
  • Animal cruelty and testing (unless required for human
    medical research)
  • Deforestation (native or old growth logging for non-forest
    use)
  • Nuclear power (production of new facilities)

 

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