December 2019 Investment Report

January 21, 2020
Investment Updates

During December 2019 the Ethical Partners Australian Share Fund returned -1.90% versus the S&P/ASX 300 Accumulation Index of -2.03%, slightly outperforming the market by 0.12% (after fees). Over the last quarter the Fund benefited from overweight positions in Consumer Discretionary and an underweight position in Real Estate. Key detractors over the last quarter included an underweight position in Health care and an overweight position in Industrials.

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Other Views & Insights

ESG Insights

NAIDOC Week: An opportunity to listen and learn from First Nations peoples

July 11, 2024

As NAIDOC week celebrations continue across Australia this week, Ethical Partners are taking the opportunity to immerse ourselves in dialogue and strengthen our understanding of actions we, and the broader financial community, can take to foster a society that values and respect First Nations peoples and their wisdom and culture.

Major Reports

Ethical Partners TCFD

July 2, 2024

This report summarises the extensive climate related governance and risk analysis and management we undertake, as well as our strategy to address climate change in our EPORA Investment process, our engagements, shareholder voting and wider advocacy, and our EPCAP carbon monitoring and metrics, in line with our commitment to TCFD reporting.

ESG Insights

Ethical Partners signs Finance Statement on Plastic Pollution

April 22, 2024

Ethical Partners has joined 160 global investors, banks, insurers, and finance-related initiatives calling on governments to establish an internationally legally binding agreement to end plastic pollution.

Investment Updates

Lithium demand/supply equation moving quickly back to balance

April 15, 2024

Ethical Partners has developed a proprietary in-house lithium demand / supply model which indicates the global market is moving rapidly back into balance. But before we explain why we believe this to be the case, some background and context is necessary.

Ethical Partners Management Services ACN 623 503 720 as Corporate Authorised Representative of Ethical Partners Funds Management Pty Ltd ACN 623 475 454; AFSL 504749

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We acknowledge the Gadigal people of the Eora Nation who are the Traditional Custodians of the land and waterways on which we work. We pay our deep respects to Elders past and present.