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Socially responsible investments
In recent years, an increasing number of super funds have introduced Socially Responsible Investment (SRI) options, in recognition of the changing attitudes of their members.
The Plan's Sustainable Future option is an SRI and differs from the other sector-specific investment options, as it invests in companies that consider labour standards and environmental, social and ethical issues in the growth and sustainability of their business.
This option invests in two share funds that are managed by AMP Capital Investors (AMP capital Sustainable Share Fund) and BT Financial Group (BT Wholesale Ethical Share Fund).
Both AMP and BT proactively "screen" companies listed on the Australian Stock Exchange, which meet certain sustainability and socially responsible criteria. Whilst both investment managers use different assessment procedures to select these companies (as described below), their investment strategies are complementary.
AMP Capital Sustainable Share Fund
This fund invests in shares and securities that provide solutions to social and environmental challenges (eg healthcare, renewable energy, mass transport, education and water and waste management), as well as those that exhibit high levels of corporate social responsibility (eg fi nance, property and retail). The Fund may also invest in fi nancial products, such as managed funds and securities, within the AMP Capital Investors' product range.
Download the PDS from our PDS page.
BT Wholesale Ethical Share Fund
This fund actively seeks to invest in Australian companies
that demonstrate superior environmental and social
practices, whilst offering sustainable products and
services. Investments may include those companies
already listed on the Australian Stock Exchange and
in Initial Public Offerings. A company's products and
services will be considered "sustainable" if it can operate
successfully over the long term using socially responsible
procedures that also create value for and acceptance by
its shareholders.
Download the PDS from our PDS page.
