Ethical Investing

Do the InvestSense Better World funds invest in Renewable Energy?

Better World investments Portfolios have a focus on ethically aware investment opportunities which does include alternative energy solutions such as renewable energy. All investments consider whether a company is focused on creating positive change and contributing towards a more sustainable future.

The InvestSense Better World Portfolios area suite of ethically aware, diversified portfolios that combine ethically screened direct Australian equities with a selection of leading investment managers, exchange-traded funds (ETFs) that focus on Ethical, Sustainability and Impact investing.

There are many direct assets and funds that contribute positively to climate action within the InvestSense Better WorldPortfolios.  Meridian Energy is one of the stand out direct assets in the portfolio with a climate energy focus.

Meridian Energy is an energy company that provides energy generation, trading, and retailing of electricity to residential, business, and industrial customers inNew Zealand, Australia, and the United Kingdom. It generates electricity through wind farms, hydro power stations, and solar farms. Meridian is a stable provider of renewable energy with a strong balance sheet, low debt levels and an attractive dividend. They are New Zealand’s largest energy provider and area core component of the country’s push towards net-zero emissions. Their diversified mix of energy sources makes them more reliable than many competitors and better positioned to leverage technological innovations as they come.

Using theEthos ESG website, we can show the impact of the investments in our BetterWorld Funds on renewable energy growth. The following graphic shows the score given to the InvestSense Better World Portfolio 3 compared to the ASXS&P200. Ethos ESG methodology means that scores are normalized from 0(worst) to 100 (best) by comparing ratings of assets with the mean and standard deviation of ratings for all funds and portfolios on Ethos ESG. Ethos use this normalised approach rather than a simple weighted-average to focus on relative impact, i.e., the impact of a portfolio or fund compared to other potential investments.

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