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Vanguard Active Positive Impact Fund

Australia

Investment

Vanguard
Vanguard
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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.

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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

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Themes & Issues
Society
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Armaments

Fully avoided

Tobacco

Fully avoided

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Environment
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Armaments

Fully avoided

Tobacco

Fully avoided

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<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://fund-docs.vanguard.com/AU-PDS-Vanguard_Active_Positive_Impact_Fund.pdf

Description

Vanguard Active Positive Impact Fund managed by Baillie Gifford, aims to outperform the benchmark over the long term. The Fund also aims to contribute towards a more sustainable and inclusive world by investing primarily in the equities of companies whose products and/or services make a positive social or environmental impact.

The Fund is an actively managed portfolio of typically 25 – 50 global companies seeking long term outperformance and positive impact in areas including but not limited to: Social Inclusion and Education, Healthcare and Quality of Life, Environment and Resource Needs and Base of Pyramid (addressing needs of the world’s poorest populations).

Investment ideas are generated from a diverse range of sources, selected using a ‘bottom up’ approach based on fundamental in-house research employing a consistent framework. The impact analysis is carried out independently of the investment case using a rigorous, qualitative framework that is based upon assessing predetermined factors. The investment manager also applies investment restrictions seeking to exclude investments on various norms and revenue-based indicators.

The Fund aims to hold securities for long periods (typically at least 5 years), which generally results in relatively low portfolio turnover and is in line with the Fund’s long-term investment outlook

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Themes & Issues

  • 0

    themes included

  • 2

    issues fully avoided

  • 0

    issues mostly avoided

  • 0

    issues partially avoided

Product Targets

Wholesale

Retail

Certified Since

Last date certified

  • March 19, 2023

Primary RI Strategy

  • Impact Investing

Secondary RI Strategy

  • Engagement and voting