abrdn Sustainable Australian Equities Fund
About this Fund
|FUND MANAGER||abrdn Australia|
|ASSET CLASS||AUSTRALIAN EQUITIES|
The Fund utilises abrdn's Sustainable and Responsible Investment process to invest primarily in a concentrated portfolio of companies that are listed or proceeding to list on the ASX.
|INVESTMENT PROFILE||To outperform the Benchmark, after fees, over rolling three-year periods.|
|BENCHMARK||S&P/ASX 200 Accumulation Index|
|FUND SIZE||S&P/ASX 200 Accumulation Index|
|NO. OF HOLDINGS||20-35|
|FEES||0.80% p.a. of the net asset value of the Fund|
Benefits of investing in the abrdn Sustainable Australian Equities Fund
Investing in the Fund offers a number of benefits, including:
Mainly direct and indirect investors seeking long term capital growth with some income through investment in Australian equity securities, while reducing exposure to the long term risks associated with ESG factors and companies which fail to meet recognised sustainability standards while seeking improvement in business practices / approach through targeted engagement.
About the Fund
The Fund is a high conviction actively managed Australian equity portfolio utilising our sustainable and responsible investment equity strategy that seeks to generate strong long-term performance by allocating capital to companies which demonstrate that they are sustainable leaders and improvers versus their peers, through their management of environmental, social and governance risks and opportunities.
There are four key steps to our investment approach.
How we invest your money
The Fund will aim to generate strong long-term performance over the benchmark by allocating capital to best-in-class ESG (environmental, social and governance) companies, as well as those seeking to improve ESG practices and uphold recognised sustainability standards.
The Fund will target a weighted average carbon intensity at least 20% lower than the benchmark for the Fund.*
The Fund will not invest in companies which have a revenue contribution:
* As measured by the ASI Carbon Footprint tool (which uses Trucost data for Scope 1&2 emissions) calculated quarterly and reported six-monthly.
Mix of asset classes
The Fund is generally fully invested in Australian equity securities.