Notice to Unitholders - Candriam Sustainable Global Equity Fund - Change to Investment Process

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Dear Investor,

Candriam Sustainable Global Equity Fund – change to investment process

Ausbil Investment Management Limited (Ausbil) is the Responsible Entity of the Ausbil Investment Trusts - Candriam Sustainable Global Equity Fund ARSN 089 995 442 (Candriam Sustainable Global Equity Fund or Fund) and Candriam Belgium SA (Candriam) is the Fund’s investment manager.

Candriam manages the Fund using their Sustainable and Responsible Investment analysis framework. As part of this framework, Candriam analyses companies on a macro and a micro basis, together they make up the “best-in-class” analysis of companies.

Currently, companies with both a high macro and micro score are eligible for Sustainable and Responsible Investment and make up the “best-in-class” universe, which is comprised of the 35% best-positioned sustainable companies out of all the companies analysed.

From 1 July 2016, the “best-in-class” universe will be comprised of the 50% best-positioned sustainable companies out of all the companies analysed. All other aspects of how the Fund is managed will remain unchanged.

Ausbil and Candriam believe this change along with ongoing engagement with an increased number of companies will potentially flow through to improved outcomes for unitholders over the long term.

Any questions?
If you have any questions regarding this matter, please call our Investor Services Team on (02) 9259 0200 or toll free 1800 287 245, or email us at contactus@ausbil.com.au.

Yours sincerely, 

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Paul Xiradis
Chief Executive Officer
Ausbil Investment Management

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