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Morphic Ethical Equities Fund

Australia

New Zealand

Investment

Morphic Asset Management
Morphic Asset Management
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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.

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Learn about RIAA's certification / sustainability classifications

See RIAA's Financial Services Guide

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>

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Themes & Issues
Society

Renewable energy and energy efficiency

Included

Social and sustainable infrastructure

Included

Sustainable land and agricultural management

Included

Animal cruelty

Fully avoided

Armaments

Fully avoided

Fossil fuels

Fully avoided

Gambling

Fully avoided

Human rights abuses

Fully avoided

Labour rights violations

Fully avoided

Illegal logging

Fully avoided

Pornography

Fully avoided

Tobacco

Fully avoided

Alcohol

Fully avoided

Nuclear power

Fully avoided

No items found.
No items found.
Environment

Renewable energy and energy efficiency

Included

Social and sustainable infrastructure

Included

Sustainable land and agricultural management

Included

Animal cruelty

Fully avoided

Armaments

Fully avoided

Fossil fuels

Fully avoided

Gambling

Fully avoided

Human rights abuses

Fully avoided

Labour rights violations

Fully avoided

Illegal logging

Fully avoided

Pornography

Fully avoided

Tobacco

Fully avoided

Alcohol

Fully avoided

Nuclear power

Fully avoided

No items found.
No items found.

<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

https://ellerstoncapital.com/wp-content/uploads/2021/11/morphic-ethical-equities-prospectus-online-14032017-compressed.original.pdf

Description

The Fund is managed in accordance with Morphic’s Ethical Charter (https://ellerstoncapital.com/wp-content/uploads/2023/06/Morphic-Asset-Management-Ethical-Charter-0623.pdf) and labour standards, environmental, social and governance considerations. To achieve the objectives embodied by Morphic’s Ethical Charter, we construct the Portfolio by applying a “negative screen” that prohibits direct investments issued by entities (including their subsidiary entities) in various industries. 
The Fund does not directly invest in companies that have significant part of their business activities in armaments, tobacco and alcohol, gambling, coal and Uranium mining, oil and gas extraction, intensive animal farming and aquaculture and logging of rainforest or old growth timber. Additionally, we exclude any companies that appear in the Norges Bank Investment Management Exclusion list (https://www.nbim.no/en/responsibility/exclusion-of-companies/).
If the Company has indirect exposure to Excluded Securities by investing in Derivatives (including Exchange Traded Funds), the Company will seek to hedge this indirect exposure using Short sales.
In the event that a company operates in a sector which is not excluded by the negative screen but has greater than 5% of its revenues from an activity which would otherwise be excluded then investment will be prohibited. The negative screen is enhanced by our research process which incorporates the identification and consideration of material ESG risks and opportunities for every potential and actual investment.
We also apply a “positive screen” by generally investing a minimum of 5% of the Fund in entities which produce products or services that it considers are likely to improve the planet. The criteria for investments that would fall within the scope of the "positive screen" is set out in the Manager's Ethical Charter.
 
Additionally, the Morphic Responsible Investment and Proxy Voting policies apply to all funds managed by Morphic Asset Management. As well as detailing the negative and positive screens, these policies detail the methodology by which consideration of Environmental, Social and Governance issues is integrated into our investment process. It also details our commitment and approach to Stewardship (Engagement and Proxy Voting) and Transparency.

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Themes & Issues

  • 3

    themes included

  • 11

    issues fully avoided

  • 0

    issues mostly avoided

  • 0

    issues partially avoided

Product Targets

Wholesale

Retail

Certified Since

  • 2017

Last date certified

  • June 6, 2023

Primary RI Strategy

  • Negative Screening, Positive Screening, Engagement and Voting, ESG Integration

Secondary RI Strategy

  • ESG Integration

More products from

Morphic Asset Management

Provider details & products

Morphic Ethical Equities Fund

3

Themes

11

Issues

June 6, 2023

Morphic Asset Management