Australian Ethical High Conviction Fund

The Australian Ethical High Conviction Fund is an actively managed equity fund designed to provide focused exposure to a select portfolio of Australian and New Zealand companies. Its investment universe is primarily drawn from the S&P ASX 300, with a concentrated selection of 20 to 35 companies rigorously screened for alignment with the Australian Ethical Charter. This Charter incorporates robust environmental, social, and governance criteria, ensuring investments contribute to positive outcomes such as sustainability, social infrastructure, renewable energy, healthcare, and education, while specifically excluding sectors associated with harm, such as fossil fuels, armaments, and activities that negatively impact human or animal well-being. The fund adopts a benchmark-unaware, bottom-up stock selection process, emphasizing high conviction in its chosen holdings. By combining detailed financial analysis with comprehensive ethical assessment, it seeks long-term capital growth for investors who prioritize responsible investing. The Australian Ethical High Conviction Fund addresses the growing demand for authentic, values-driven investment strategies in the Australian market and is managed by an experienced investment team dedicated exclusively to aligning financial returns with strict ethical standards.