The Apostle Ethical Balanced Fund will be an actively managed portfolio that invests in all major asset classes. Investments are made with the intention of generating positive social and environmental benefits alongside a good financial return.
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) Selects companies that are deemed to generate a positive impact
b) Ensures none of these companies have any involvement with negative impact
Our vision is to hire 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.
Within each asset class, our best-of-breed Fund managers will use 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.
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Apostle services are offered to institutional, wholesale, and sophisticated investors only. As well as to high net worth individuals with suitable investment experience and assets who have been certified. Apostle does not provide advice regarding the suitability of these investments.
The materials provided is for information purposes only. It is not an offer or a recommendation to invest and should not be relied upon by investors in making an investment decision. Offers to invest will only be made in the relevant offer document and this material is not intended to substitute for suitable disclosure documents which will outline the risks involved and other relevant information.
Any investment carries potential risks and fees which are described in the relevant offer document. An investor should, before deciding whether to invest, consider the appropriateness of the investment, having regard to both the relevant offer document in its entirety and the investor's objectives, financial situation and need.
This information may not have been prepared taking into account your objectives, financial situation or needs. Please note that past investment performance is not a reliable indicator of future investment performance. No representation is made as to future performance or volatility of the investment. In particular, there is no guarantee that the investment objectives and investment strategy set out in this presentation may be successful. Any forward-looking statements, opinions and estimates provided in this material are based on assumptions and contingencies which are subject to change without notice and should not be relied upon as an indication of the future performance.
Persons should rely solely upon their own investigations in respect of the subject matter discussed in this material. No representations or warranties, express or implied, are made as to the accuracy or completeness of the information, opinions and conclusions contained in this material. In preparing these materials, we have relied upon and assumed, without independent verification, the accuracy and completeness of all information available to Apostle. To the extent permitted by law, all liability in reliance on this material is expressly disclaimed.
