November 2019 Investment Report

December 18, 2019
Investment Updates

During November 2019 the Ethical Partners Australian Share Fund returned 3.65% versus the S&P/ASX 300 Accumulation Index of 3.18%, outperforming the market by 0.47%(after fees). Over the last quarter the Fund benefited from overweight positions in both Packaging and Construction Materials and an underweight position in Real Estate. Key detractors over the last quarter included an underweight position in Health care and Energy and an overweight position in Consumer Staples.

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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.

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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.

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Lithium demand/supply equation moving quickly back to balance

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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.

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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.