Ausbil’s active investment process aims to exploit the inefficiencies across the market, at all stages of the cycle and across all market conditions, with the aim of producing consistent and risk controlled outperformance.

To achieve returns (before fees and taxes) in excess of the benchmark over the long term by primarily investing in listed Australian companies which meet Ausbil’s sustainability approach to investing. There is no guarantee that this objective will be achieved.

Benefits of investing in the Ausbil Active Sustainable Equity Fund

Investing in the Fund offers a range of benefits, including:

• Exposure to companies with a sustainable approach: access to a portfolio of companies

• that satisfy a range of environmental, social and corporate governance considerations, through Ausbil's sustainable approach to investing.

• Diversification: the potential to diversify an investment portfolio.

• Experienced team: access to Ausbil's highly experienced investment management team with a proven track record.

• Expertise: access to the Australian investment expertise and knowledge of the Ausbil investment management professionals, who combine company level research with top down economic analysis with a disciplined approach to portfolio construction.

• Regular reporting: direct investors can keep track of their investments through Ausbil's secure client website, www.ausbil.com.au. In addition direct investors will receive regular unitholder statements and an annual tax statement.

Risk level

Very High

Investor suitability

The Fund is designed for investors with a sustainable approach to investing, who have at least a five year investment time horizon, who wish to benefit from the long-term capital gains available from share investments and who are comfortable with fluctuations in capital value in the short to medium term.

The Fund is designed for investors with a sustainable approach to investing, who have at least a five year investment time horizon, who wish to benefit from the longterm capital gains available from share investments and who are comfortable with fluctuations in capital value in the short to medium term. 

About the Fund

The Fund provides exposure to an actively managed portfolio, predominantly made up of listed Australian equities which meet Ausbil's sustainability approach to investing. The Fund invests in a portfolio of listed Australian companies which are primarily selected from the S&P/ASX 200 Index, that have a relatively good sustainable profile that are not subject to long-term earnings sustainability risk.

Fund Objective

To achieve returns (before fees and taxes) in excess of the S&P/ASX 200 Accumulation Index over the long term by primarily investing in listed Australian companies which meet Ausbil's sustainability approach to investing. There is no guarantee that this objective will be achieved.

Investment strategy

Ausbil's active investment process aims to exploit the inefficiencies across the market, at all stages of the cycle and across all market conditions, with the aim of producing consistent and risk controlled outperformance.

Ausbil's sustainable approach to investing allows the Fund to invest in companies that have a relatively good sustainability profile, as well as the removal of companies subject to long-term earnings risk from sustainability factors, whilst actively engaging with companies on sustainability issues and the wider industry that they operate in.

How we invest your money

The Fund invests in a portfolio of listed Australian companies which are primarily selected from the S&P/ASX 200 Index, that have a relatively good sustainable profile that are not subject to long-term earnings sustainability risk.

The Fund will generally hold between 30 and 45 listed companies. In addition, it may invest in unlisted companies which are expected to be listed on any recognised exchange.

The Fund may invest up to 10% in exchange traded derivatives primarily to manage risk of the Fund. Derivatives are not used speculatively or for the purposes of gearing the Fund. Although the Constitution permits the borrowing of cash, Ausbil does not intend to borrow cash on behalf of the Fund.

Asset allocation

• Australian securities: 90-100%

• Cash or cash-like securities: 0-10%