The investment philosophy is to invest across a diversified portfolio of growth, defensive and alternative asset classes with the aim of generating positive social, environmental and governance benefits alongside a strong financial return.
Fund Overview
The Apostle People and Planet Diversified Fund is an actively managed strategy focusing on delivering positive outcomes for People and Planet in line with UN Sustainable Development Goals (SDGs).
The Fund offers institutional and wholesale investors access to a diversified portfolio across growth, defensive and alternative asset classes.
Primary objectives
Key advantages
Benchmark aware
Managed within a tracking error budget to the Australian Government’s Your Future, Your Super indices.
Diversified portfolio
Provides exposure to a range of different asset classes, regions, sectors, and investment styles.
Excludes unethical areas
Full exclusion of a broad range of unethical areas.
Reports on measurable contribution towards key impact areas such as climate action and gender equality.
Invests in positive impact areas
Intentionally targets investments that contribute to the UN SDG’s.
Megatrend focus
Invests in global megatrends that can drive above-average growth over the long-term, such as climate solutions.
Multi-manager
Employs best of breed global managers that specialise in each asset class.
How we invest
We exclude areas that have a negative impact on people and the planet. Not only are these investments unethical but their financial value could be short-lived. Instead, we invest in solutions to major global challenges. These investments do good for the world and benefit from increasing demand in the economy.
Register Your Interest
Our Portfolio Manager Steven Spearing joins Andrew Geoghegan on ausbiz to disucss defensive portfolio positioning.
In a period of economic uncertainty, Al Rabil from Kayne Anderson talks to Andrew Geoghegan about the fundamentals of proper portfolio construction and the strength of real assets in this complex time.
Our very own Joe Unwin appeared on ausbiz early this morning.
Joe identifies that uncertain market environments are the best time to focus on megatrends. Investments that focus on decarbonization, the ageing population, sustainable agriculture and technological advancement are driven by structural changes in society and the economy, so they will continue to grow regardless of where we are in the business cycle.
We wanted to create a high-quality investment product that provides investors with good returns, but also allows people to invest in the future they want. These megatrends are a key focus of our strategy because they allow investors to achieve both their investment goals and their positive impact goals.
“People and Planet’s fund aims to support companies making a positive impact on issues such as climate change and gender diversity”
To find out more about the Apostle People and Planet Diversified Fund and our soon to launch ethical high-yield credit strategy, check out the following article
