How we evaluate products
Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.
What this symbol means
General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
<span class="text-size-xxsmall">The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.</span>
Themes & Issues
Society
Environment
<span class="text-size-xxsmall">For RIAA’s definitions of the themes included and issues avoided, please view this guide. Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.</span>
Overview
The focus of this portfolio is making it easier for ADVISERS to access a low cost, scalable investment solution, potentially saving a significant amount of time that may otherwise be spent on investment selection and portfolio management.
The Betashares Australian Sustainability Leaders Portfolio provides ‘true-to-label’ ethically screened exposureto Australian shares. It holds a portfolio of approximately 35 companies that have passed screens to excludecompanies with direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent withresponsible investment considerations. The portfolio aims to approximate the return of the Nasdaq FutureAustralian Sustainability Leaders Index.
Description
The Betashares Australian Sustainability Leaders Portfolio holds a portfolio of ASX listed securities that are generally the largest and most liquid stocks from Betashares Australian Sustainability Leaders ETF (ASX: FAIR). This combines some of the most stringent screening criteria in the industry with the advantages to investors of directly owning an Australian equities portfolio.
For more information on the portfolio, please refer to the Betashares website.
To find out how the Betashares Managed Account
range can support your practice, contact our Adviser Services team on 1300 487 577
or your local Betashares account manager.