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Centuria Life supports sustainable, socially responsible enterprises that also offer attractive prospective returns and has classified certain investment options as ESG Investment Options.
In order for a fund to be included as an ESG Investment Option, our screening process seeks investment options that have strong environmental, social and governance practices that contribute to the achievement of the United Nations Sustainable Development Goals and are signatories to the Principles of Responsible Investing (PRI).
|Investment Options||Risk Level||Investment Objective||Investment Strategy|
|ESG Investment Options|
|Alphinity Sustainable Share Fund||6 – High||The fund aims to outperform the S&P/ASX 300 Accumulation Index after costs and over rolling five-year periods.||The fund provides a diversified portfolio of Australian stocks listed on the ASX that have strong Environmental, Social and Governance (ESG) characteristics and, where possible, contribute towards the advancement of the UN Sustainable Development Goals (SDG) agenda. The fund aims to be invested across different industries and sectors in order to meet the fund’s investment objectives in a risk-controlled manner. The fund will utilise Alphinity’s unique process of seeking sustainable, undervalued companies in or about to enter an earnings upgrade cycle.|
|Pendal Sustainable Balanced Fund||4 – Medium||The fund aims to provide a return (before fees and expenses) that exceeds the fund’s benchmark over the medium to long term.||This fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and exposure to companies and issuers (within the fund’s Australian and international shares and Australian and international fixed interest allocation) that demonstrate leading environmental, social and corporate governance (ESG) and ethical practices while avoiding exposure to companies and issuers with material involvement in activities we consider to negatively impact the environment or society and are prepared to accept some variability of returns.|
|Walter Scott Global Equity Fund (Unhedged)||6 – High||The fund aims to achieve a long-term total return (before fees and expenses) that the MSCI World ex- Australia Index in $A dollars unhedged with net dividends reinvested.||The fund provides exposure to a concentrated portfolio of global equities by investing in securities which, in Walter Scott’s opinion, offer strong and sustained earnings growth. The fund will not invest in ‘tobacco’ securities as defined by the Global Industry Classification Standards (GICS) or ‘controversial weapons’ securities as defined by MSCI, Inc. The fund is actively managed using a benchmark unaware, fundamental, bottom-up and research-driven approach to build a portfolio of strong growth companies capable of generating wealth over long periods of time. The investment approach combines detailed financial analysis with business and management analysis. The portfolio is constructed with a primary focus on stock-based analysis and a bias towards strong growth companies which Walter Scott believes are capable of generating high earnings growth. The fund’s exposure to international assets is unhedged.|