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.

Ausbil’s dedicated ESG team researches on a proprietary basis, assesses and scores a company based on the industry in which a company operates in (ie what a company does) and a company’s ESG factors (ie how a company manages these factors). The combination being a sustainability score, which indicates a company’s sustainability profile.
The universe is refined to remove companies subject to long-term earnings sustainability risk including companies with material direct exposure or a significant indirect exposure to:
  • the production or distribution of alcohol, gambling, pornography;
  • the distribution of tobacco;
  • the production or distribution of weapons & armaments;
  • the mining of uranium; and
  • the exploration, mining and/or distribution of fossil fuels, such as oil, gas, oil sands and coal 
Furthermore, the universe is refined to remove companies with a direct exposure (0% of earnings) to:
  • the production of tobacco and tobacco-based products; and
  • the production of controversial weapon & armaments.

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 Additional Information Guide


download Fact Sheet
download Monthly Performance Report
download Quarterly Report

Documents and updates

downloadAnnual Financial Report
downloadProxy Voting Record
downloadUnit Pricing Discretions Policy
downloadFinancial Service Guide
+Update of information
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Quick Facts

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

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Portfolio Manager

  • Paul XiradisChief Investment Officer, Head of Equities
  • Nicholas CondoleonSenior Portfolio Manager,                            Head of Equities Research
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.

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

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