Hunter Hall Ethical Managed Funds

ASX LISTED ETHICAL, RESPONSIBLE OR IMPACT FUNDS

In addition to superannuation funds  and ASX listed cleantech companies, managed funds with a sustainability filter exist within the ethical and socially responsible investment (SRI) space. Ethical funds use a mixture of positive and negative screens.

Negative screens are used to prevent investment in companies from those industries. Historically they included:

  • Tobacco
  • Weapons manufacture
  • Gambling
  • Pornography

A growing number of ethical fund managers are now offering products that include a negative screen for:

  • Fossil fuels
  • Mining
  • Environmental destruction

Positive screens are used either in place of or in addition to the negative screens for more focused funds, they can include:

  • Renewable energy (solar, wind, hydro, wave)
  • Products that improve the environment
  • Agriculture conducted in a sustainable and humane way
  • Education

Responsible Investment Association Australia LogoThe Responsible Investment Association Australia is the peak industry body representing responsible and ethical investment managers in Australia. They actively maintain a list of available investment options including managed funds.

ASX Listed Ethical, Responsible or Impact Funds

Fund Name ASX Code Active/Passive
Pengagna International Equities Limited PIA Active
Morphic Ethical Equities Fund Ltd MEC Active
Vanguard Ethically Conscious Global Aggregate Bond Index Hedged ETF VEFI Passive
eInvest Future Impact Small Caps Fund (Managed Fund) IMPQ Active
BetaShares Sustainability Leaders Diversified Bond ETF – Currency Hedged GBND Passive
BetaShares Global Sustainability Leaders ETF – Currency Hedged HETH Passive
Vanguard Ethically Conscious International Shares Index ETF VESG Passive
BetaShares Global Sustainability Leaders ETF ETHI Passive
ETFS S&P Biotech ETF CURE Passive
ETFS Battery Tech & Lithium ETF  ACDC Passive
 VanEck Vectors MSCI International Sustainable Equity ETF  ESGI Passive
 Russell Australian Responsible Investment ETF  RARI Passive
 InvestSMART Ethical Share Fund (Managed Fund)  INES Active
 VanEck Vectors MSCI Australian Sustainable Equity ETF  GRNV Passive
BetaShares Australian Sustainability Leaders ETF  FAIR Passive

See also

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