Significant Features: The Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. Sustainability criteria and exclusionary screens are incorporated into the Australian and International shares, Australian and International fixed interest and part of the Alternative investments asset classes of the Fund. The Fund’s exposure to investments within these asset classes in our view support positive environmental and/or social change via their investment processes, use of capital, and/or active ownership while avoiding exposure to those companies and issuers with business activities that we consider to negatively impact the environment or society (as defined by the exclusionary screens and gross revenue thresholds applied).

Fund Objective: The Fund aims to provide a return (before fees, and expenses) that exceeds the Fund’s benchmark over the medium to long term.