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Mirova Global Sustainable Equity Fund

Australia

New Zealand

Investment

Mirova

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.

Learn about RIAA's certification / sustainability classifications

Sustainable Plus classification: This Symbol signifies that a product or service has been certified and classified to offer an investment style that takes into account environmental, social, governance or ethical considerations, with embedded, measurable and reported sustainability objectives aligned with portfolio holdings and stewardship practices, adhering to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.

Learn about RIAA's certification / sustainability classifications

<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>

Learn more about this product

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Themes & Issues
Society

Education

Included

Green property

Included

Healthcare and medical products

Included

Impact investments

Included

Renewable energy and energy efficiency

Included

Social and sustainable infrastructure

Included

Sustainable transport

Included

Sustainable water

Included

Sustainable fashion and textiles/fashion technology

Included

More sustainable companies

Included

Controversial Weapons Manufacturing

Fully avoided

Provision of gambling products & services

Fully avoided

Tobacco growing and production

Fully avoided

Thermal Coal exploration and extraction

Fully avoided

Securities from issuers on UN sanctions list

Fully avoided

No items found.

Nuclear Weapons

Partially avoided

Predatory marketing

Partially avoided

Tobacco alternatives production

Partially avoided

Palm Oil – production, distribution, or significant ownership

Partially avoided

Alcohol - Production

Partially avoided

Alcohol - Distribution & Sales

Partially avoided

Oil & Gas exploration and extraction

Partially avoided

Combustion for Power Generation

Partially avoided

Pornography and Adult Entertainment

Partially avoided

Environment

Education

Included

Green property

Included

Healthcare and medical products

Included

Impact investments

Included

Renewable energy and energy efficiency

Included

Social and sustainable infrastructure

Included

Sustainable transport

Included

Sustainable water

Included

Sustainable fashion and textiles/fashion technology

Included

More sustainable companies

Included

Controversial Weapons Manufacturing

Fully avoided

Provision of gambling products & services

Fully avoided

Tobacco growing and production

Fully avoided

Thermal Coal exploration and extraction

Fully avoided

Securities from issuers on UN sanctions list

Fully avoided

No items found.

Nuclear Weapons

Partially avoided

Predatory marketing

Partially avoided

Tobacco alternatives production

Partially avoided

Palm Oil – production, distribution, or significant ownership

Partially avoided

Alcohol - Production

Partially avoided

Alcohol - Distribution & Sales

Partially avoided

Oil & Gas exploration and extraction

Partially avoided

Combustion for Power Generation

Partially avoided

Pornography and Adult Entertainment

Partially avoided

<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

Description

Description of the Fund:

via FundOpAcquisition@morningstar.com


Fund objective 
The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark) by investing in global equities related to sustainable investment themes.


We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.

Themes & Issues

  • 10

    themes included

  • 5

    issues fully avoided

  • 0

    issues mostly avoided

  • 9

    issues partially avoided

Product Targets

Wholesale

Retail

Institutional

Certified Since

  • 2020

Last date certified

  • May 16, 2024

Primary RI Strategy

  • ESG Integration

Secondary RI Strategy

  • Other (please detail)