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.

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.

Unitholder Meeting to be held on 22 August 2024. Please see the information available here

Product Disclosure Statement

download PDS
download Additional Information Guide
download Target Market Determination

Reports

download Fact Sheet
download Monthly Performance Report
download Quarterly Report

Documents and updates

downloadControversial Activity Exclusion Policy
downloadPortfolio Holdings
downloadAnnual Financial Report
downloadProxy Voting Record
downloadUnit Pricing Discretions Policy
downloadFinancial Service Guide
downloadNon-business days – Calendar Year
download Important update - New Bank Account details from 27 November 2023
+Update of information
Apply to this Fund

Quick Facts

Inception Date:
Entry Price:
Exit Price:
Currency: AUD
Fund Size: -
APIR Code: -
Bloomberg: AAP3940 AU Equity
mFund: AXW08

Fund Centre

  • Access fund prices & distributions
  • Compare Ausbil Funds
  • Review performance
  • Download documents and forms

Portfolio Manager

  • Paul XiradisChief Investment Officer, Head of Equities
  • Nicholas CondoleonSenior Portfolio Manager,                            Large Cap
The Zenith Fund Awards were issued 30 October 2020 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only. 
RIAA’s RI Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations. The Symbol also signifies that Ausbil Active Sustainable Equity Fund adheres to the strict operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product. The Certification Symbol is a Registered Trademark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol and Ausbil Active Sustainable Equity Fund’s methodology, performance and stock holdings can be found at www.responsiblereturns.com.au, together with details about other responsible investment products certified by RIAA.1
1. 
The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

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
download  Exclusion of Fossil Fuels 16 Feb 2021 Current Version 23 KB
download  Funds' Management Costs & Other Transaction Costs 30 Sep 2021 Current Version 56 KB
download  Non-business days calendar 2022 24 Dec 2021 Current Version 91 KB
download  Funds' Management Costs & Other Transaction Costs 30 Sep 2022 Current Version 108 KB
download  Non-business days calendar 2023 31 Dec 2022 Current Version 40 KB
download  Funds' Management Costs & Other Transaction Costs 30 Sep 2023 Current Version 109 KB 
download  Removal of facility to instruct by facsimile 14 May 2024 Current Version 70 KB

Latest News

  • Banner Active Dividend
  • Banner GLI
  • Banner Nicholas Condoleon
  • Banner Nicholas Condoleon