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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.

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

High scoring ESG companies

Included

Green property

Included

Healthcare and medical products

Included

Renewable energy and energy efficiency

Included

Controversial Weapons Manufacturing

Fully avoided

Nuclear Weapons

Fully avoided

Tobacco growing and production

Fully avoided

Tobacco alternatives production

Fully avoided

Alcohol - Production

Fully avoided

Alcohol - Distribution & Sales

Fully avoided

Animal cruelty

Mostly avoided

Thermal Coal exploration and extraction

Mostly avoided

Pornography and Adult Entertainment

Mostly avoided

Securities from issuers on UN sanctions list

Mostly avoided

Provision of gambling products & services

Partially avoided

Genetically Modified Organisms

Partially avoided

Illegal Logging

Partially avoided

Nuclear energy/power (including uranium mining)

Partially avoided

Predatory marketing

Partially avoided

Palm Oil – production, distribution, or significant ownership

Partially avoided

Predatory Lending - operations and/or significant ownership

Partially avoided

Oil & Gas exploration and extraction

Partially avoided

Ownership of Coal, Oil and/or Gas Reserves

Partially avoided

Combustion for Power Generation

Partially avoided

Environment

High scoring ESG companies

Included

Green property

Included

Healthcare and medical products

Included

Renewable energy and energy efficiency

Included

Controversial Weapons Manufacturing

Fully avoided

Nuclear Weapons

Fully avoided

Tobacco growing and production

Fully avoided

Tobacco alternatives production

Fully avoided

Alcohol - Production

Fully avoided

Alcohol - Distribution & Sales

Fully avoided

Animal cruelty

Mostly avoided

Thermal Coal exploration and extraction

Mostly avoided

Pornography and Adult Entertainment

Mostly avoided

Securities from issuers on UN sanctions list

Mostly avoided

Provision of gambling products & services

Partially avoided

Genetically Modified Organisms

Partially avoided

Illegal Logging

Partially avoided

Nuclear energy/power (including uranium mining)

Partially avoided

Predatory marketing

Partially avoided

Palm Oil – production, distribution, or significant ownership

Partially avoided

Predatory Lending - operations and/or significant ownership

Partially avoided

Oil & Gas exploration and extraction

Partially avoided

Ownership of Coal, Oil and/or Gas Reserves

Partially avoided

Combustion for Power Generation

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

The ResponsibleInvestment Fund is designed to suit investors who hold strong ESG(Environmental, Social and Governance) values and intend to invest primarily issmall and medium sized Australian listed companies. The fund intends to deliverlong-term growth prospects, by investing in forward thinking companies that meetrigorous environmental and socially responsible standards.

Description

The Responsible Investment Association Australasia (RIAA) champions responsible investing and a sustainable financial system in Australia and New Zealand.   RIAA is dedicated to ensuring capital is aligned with achieving a healthy society, environment and economy.   With over 500 members representing US$29 trillion in assets under management, RIAA is the largest and most active network of people and organisations engaged in responsible, ethical and impact investing across Australia and New Zealand. Our membership includes super funds, KiwiSaver providers, fund managers, banks, consultants, researchers, brokers, impact investors, property managers, trusts, foundations, faith-based groups, financial advisers and individuals.  

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

Themes & Issues

  • 4

    themes included

  • 6

    issues fully avoided

  • 4

    issues mostly avoided

  • 10

    issues partially avoided

Product Targets

Retail

Certified Since

  • 2006

Last date certified

  • March 19, 2026

Primary RI Strategy

  • Negative Screening

Secondary RI Strategy

  • Positive Screening