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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

download PDS
download Additional Information Guide

Reports

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
APIR Code: -
Unit Price: -
Fund Size: -

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Portfolio Manager

Portfolio Manager

  • Nicholas CondoleonPortfolio Manager,                                Head of Equities Research
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Related Research & Insights

Video

3rd December 2020

Paul Xiradis on the Equity Market Outlook for 2021

+ Ausbil continues to forecast a 'u-shaped' recovery profile for the global and Australian economies, further supported by recent de...

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Video

16th November 2020

Ausbil wins Responsible Investments award in Zenith Fund Awards 2020

+ Ausbil has been named the winner of the Responsible Investments award category in the Zenith Fund Awards 2020 for the Ausbil Active Sustai...

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Video

23rd November 2020

Investor statement on modern slavery, human trafficking and labour exploitation issues

+ As investors, we see modern slavery, human trafficking and labour exploitation as something that goes beyond ethics.

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Video

11th September 2020

BT Approves Ausbil Active Sustainable Equity Fund for Platforms

+ Ausbil are pleased to announce that BT has approved the Ausbil Active Sustainable Equity Fund (Fund) for the BT Panorama and BT Wrap super...

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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

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