The InvestSense Better World Portfolios are a suite of ethically aware, diversified portfolios that combine ethically screened direct Australian equities with a selection of leading investment managers and exchange-traded funds that focus on Ethical, Sustainability and Impact investing.
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The investment objective is to achieve a return of CPI+ 1% per annum over the long-term by investing in a diverse mix of asset classes including Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Typical investors will seek a return above inflation with a low to medium tolerance for risk and have an investment timeframe of at least 5 years.
The investment objective is to achieve a return of CPI+ 2% per annum over the long-term by investing in a diverse mix of asset classes including Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Typical investors will seek a modest return above inflation with a medium tolerance for risk and have an investment timeframe of at least 5 years.
The investment objective is to achieve a return of CPI+ 3% per annum over the long-term by investing in a diverse mix of asset classes including Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Typical investors will seek a return above inflation with a medium to high tolerance for risk and have an investment timeframe of at least 7 years.
The investment objective is to achieve a return of CPI+ 4% per annum over the long-term by investing in a diverse mix of asset classes including Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Typical investors will seek a high return above inflation with a high tolerance for risk and have an investment timeframe of at least 10 years.
The investment objective is to achieve a return of CPI+ 5% per annum over the long-term by investing in a diverse mix of asset classes including Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Typical investors will seek a very high return above inflation with a high tolerance for risk and have an investment timeframe of 10+ years.
Ethical Responsible investing is here to stay. But there are many shades of green. The way we invest will help to create a sustainable future for everyone. What will the causes of the future be and how can responsible investing change our course for the better?
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Responsible Ethical Investing has been an investment option for more than 20 years in Australia, but is gaining traction as Climate Change, Sustainability and other global causes are front page news in the mainstream press. Initially seen as a ‘fad’ or a ‘niche’ investment approach, Responsible, or Ethical investing is now firmly entrenched as a mainstream option for all investors.
The direct Australian Equity component of the InvestSense Better World Portfolios aims to screen out those stocks with negative ethical factors.
The direct Australian equity component is then complemented with a specialised Australian small-companies fund with a responsible investment focus.
We identify underlying investment strategies/managers that invest in an ethical, socially responsible manner or invest in companies that are positively contributing to a sustainable future or positive social outcomes. They may also demonstrate a clear commitment to investing in securities that provide a positive contribution to society, the environment or the UN Sustainable Development Goals.
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