Ausbil Active Sustainable Equity Fund

The Fund provides exposure to an actively managed portfolio, predominantly made up of listed Australian equities which meet Ausbil’s sustainability approach to investing. The Fund invests in a portfolio of listed Australian companies which are primarily selected from the S&P/ASX 200 Index, that have a relatively good sustainable profile that are not subject to long-term earnings sustainability risk.

Fund Objective

To achieve returns (before fees and taxes) in excess of the S&P/ASX 200 Accumulation Index over the long term by primarily investing in listed Australian companies which meet Ausbil’s sustainability approach to investing. There is no guarantee that this objective will be achieved.

Product Disclosure Statement

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download Monthly Performance Report
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Documents and updates

downloadAnnual Financial Report
downloadProxy Voting Record
downloadUnit Pricing Discretions Policy
downloadFinancial Service Guide
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Quick Facts

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Currency: AUD
APIR Code: -
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Portfolio Manager

Portfolio Manager

  • Nicholas CondoleonPortfolio Manager,                                Head of Equities Research

Update of Information

Document Date Notes Size
download  Funds' Management Costs & Other Transaction Costs 28 Sep 2018 Current Version 35 KB
download  Change to the External Dispute Resolution Scheme 1 Nov 2018 Current Version 34 KB
download  Funds' Management Costs & Other Transaction Costs 28 Sep 2019 Current Version 38 KB
download  Updated details for the Funds' Buy/Sell Spreads 20 Jul 2020 Current Version 41 KB
download  Funds' Management Costs & Other Transaction Costs 3 Sep 2020 Current Version 34 KB

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