Ausbil Active Sustainable Equity Fund

The Fund provides exposure to an actively managed portfolio, predominantly made up of listed Australian equities, primarily selected from the S&P/ASX 200 Index, which meet Ausbil’s sustainability approach to investing.

Ausbil initially excludes companies that have material exposure to 'controversial activities’. Please read the Fund’s Controversial Activity Exclusion Policy for further information on controversial activities, including direct and indirect examples, and the material threshold that is applied to each activity.

Ausbil then applies its proprietary ESG research to the Fund. Ausbil’s dedicated ESG team researches on a proprietary basis and assesses a company based on the industry in which the company operates in (ie what a company does) and the company’s ESG factors (ie how a company manages these factors). Ausbil uses this process to determine a company’s sustainability profile and sustainability score.

Companies that Ausbil determines to have poor sustainability profiles are excluded and the Fund is then allowed to invest in companies that are determined by Ausbil to have relatively good sustainability profiles.