Certified Investment Products

Country

Australia

New Zealand

Themes & Issues

Society

Themes

Education

Employment and vocational training

Gender lens investing

Healthcare and medical products

Social and sustainable infrastructure

Issues

Alcohol - Distribution & Sales

Alcohol - Production

Animal cruelty

Controversial Weapons Manufacturing

Nuclear Weapons

Pornography and Adult Entertainment

Predatory Lending - operations and/or significant ownership

Predatory marketing

Provision of gambling products & services

Tobacco alternatives production

Tobacco growing and production

Environment

Themes

Green property

Renewable energy and energy efficiency

Sustainable fashion and textiles/fashion technology

Sustainable land and agricultural management

Sustainable transport

Sustainable water

Issues

Combustion for Power Generation

Genetically Modified Organisms

Illegal Logging

Nuclear energy/power (including uranium mining)

Oil & Gas exploration and extraction

Ownership of Coal, Oil and/or Gas Reserves

Palm Oil – production, distribution, or significant ownership

Securities from issuers on UN sanctions list

Thermal Coal exploration and extraction

Target Market

Institutional

Retail

Wholesale

Asset Classes

Fixed income

Direct property

Property

Emerging markets

International equities

New Zealand Only Equities

Australian Only Equities

Investment Approaches

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Investment

Fully matching

Mostly matching

Partially matching

Australia / New Zealand

Name Asc Name Desc

Provider

Name Asc Name Desc

Aoris International Fund (Class A)

Themes

Issues

November 10, 2023

Long text here

Negative Screening

Positive Screening

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Aoris

Aoris International Fund (Class B)

Themes

Issues

November 10, 2023

Long text here

Negative Screening

Positive Screening

Aoris

Aoris International Fund (Class C)

Themes

Issues

November 10, 2023

Long text here

Negative Screening

Positive Screening

Aoris

Aoris International Fund (Class D)

Themes

Issues

November 10, 2023

Long text here

Negative Screening

Positive Screening

Aoris

Resolution Capital Global Property Securities Fund - Series II

Themes

Issues

September 27, 2023

Long text here

ESG Integration

Engagement and voting

Resolution Capital

Resolution Capital Global Property Securities Fund (Unhedged) - Series II

Themes

Issues

September 27, 2023

Long text here

ESG Integration

Engagement and voting

Resolution Capital

Baza High Conviction Fund

Themes

Issues

July 17, 2023

Long text here

Negative Screening

Positive Screening

Baza Capital

CFS Thrive+ Sustainable Growth

Themes

Issues

July 10, 2025

Long text here

ESG Integration

Negative Screening

Colonial First State

High Conviction Property Securities Fund

Themes

Issues

July 13, 2023

Long text here

ESG Integration

Best in class screening

Pengana Capital

TAHITO Te Tai o Rehua Fund

Themes

Issues

November 7, 2024

Long text here

Positive Screening

Other (please detail)

TAHITO

21 / 23

Labour rights violations

Pornography

White cars

No Specific Exclusions

Tobacco

Genetic engineering

Nuclear power

Geneatic engineering

Human rights abuses

Gambling

Fossil fuels

Armaments

Alcohol

Thermal Coal exploration and extraction

Tobacco alternatives production

Tobacco growing and production

Securities from issuers on UN sanctions list

Provision of gambling products & services

Predatory marketing

Predatory Lending - operations and/or significant ownership

Pornography and Adult Entertainment

Palm Oil – production, distribution, or significant ownership

Ownership of Coal, Oil and/or Gas Reserves

Oil & Gas exploration and extraction

Nuclear energy/power (including uranium mining)

Nuclear Weapons

Illegal Logging

Genetically Modified Organisms

Combustion for Power Generation

Controversial Weapons Manufacturing

Alcohol - Distribution & Sales

Alcohol - Production

Animal cruelty

Labour rights violations

Pornography

White cars

No Specific Exclusions

Tobacco

Genetic engineering

Nuclear power

Geneatic engineering

Human rights abuses

Gambling

Fossil fuels

Armaments

Alcohol

Thermal Coal exploration and extraction

Tobacco alternatives production

Tobacco growing and production

Securities from issuers on UN sanctions list

Provision of gambling products & services

Predatory marketing

Predatory Lending - operations and/or significant ownership

Pornography and Adult Entertainment

Palm Oil – production, distribution, or significant ownership

Ownership of Coal, Oil and/or Gas Reserves

Oil & Gas exploration and extraction

Nuclear energy/power (including uranium mining)

Nuclear Weapons

Illegal Logging

Genetically Modified Organisms

Combustion for Power Generation

Controversial Weapons Manufacturing

Alcohol - Distribution & Sales

Alcohol - Production

Animal cruelty

Labour rights violations

Pornography

White cars

No Specific Exclusions

Tobacco

Genetic engineering

Nuclear power

Geneatic engineering

Human rights abuses

Gambling

Fossil fuels

Armaments

Alcohol

Thermal Coal exploration and extraction

Tobacco alternatives production

Tobacco growing and production

Securities from issuers on UN sanctions list

Provision of gambling products & services

Predatory marketing

Predatory Lending - operations and/or significant ownership

Pornography and Adult Entertainment

Palm Oil – production, distribution, or significant ownership

Ownership of Coal, Oil and/or Gas Reserves

Oil & Gas exploration and extraction

Nuclear energy/power (including uranium mining)

Nuclear Weapons

Illegal Logging

Genetically Modified Organisms

Combustion for Power Generation

Controversial Weapons Manufacturing

Alcohol - Distribution & Sales

Alcohol - Production

Animal cruelty

Other (please list)

Gender lens investing

No specific themes

Employment and vocational training

Sustainable fashion and textiles/fashion technology

High scoring ESG companies

Sustainable water

Sustainable transport

Sustainable land and agricultural management

Social and sustainable infrastructure

Renewable energy and energy efficiency

More sustainable companies

Impact investments

Healthcare and medical products

Green property

Education

Fixed income

Direct property

Property

Emerging markets

International equities

New Zealand Only Equities

Australian Only Equities

Institutional

Retail

Wholesale

New Zealand

Australia

Certified Products

Investment

Want to learn more about these concepts?

Aoris International Fund (Class A)

Aoris International Fund (Class B)

Aoris International Fund (Class C)

Aoris International Fund (Class D)

Resolution Capital Global Property Securities Fund - Series II

Resolution Capital Global Property Securities Fund (Unhedged) - Series II

Baza High Conviction Fund

CFS Thrive+ Sustainable Growth

High Conviction Property Securities Fund

TAHITO Te Tai o Rehua Fund

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