The investment philosophy is to invest across a diversified portfolio of growth, defensive and alternative asset classes with the aim of generating positive social, environmental and governance benefits alongside a strong financial return.
Fund Overview
The Apostle People and Planet Diversified Fund is an actively managed strategy focusing on delivering positive outcomes for People and Planet in line with UN Sustainable Development Goals (SDGs).
The Fund offers institutional and wholesale investors access to a diversified portfolio across growth, defensive and alternative asset classes.
Primary objectives
Key advantages
Benchmark aware
Managed within a tracking error budget to the Australian Government’s Your Future, Your Super indices.
Diversified portfolio
Provides exposure to a range of different asset classes, regions, sectors, and investment styles.
Excludes unethical areas
Full exclusion of a broad range of unethical areas.
Reports on measurable contribution towards key impact areas such as climate action and gender equality.
Invests in positive impact areas
Intentionally targets investments that contribute to the UN SDG’s.
Megatrend focus
Invests in global megatrends that can drive above-average growth over the long-term, such as climate solutions.
Multi-manager
Employs best of breed global managers that specialise in each asset class.
How we invest
We exclude areas that have a negative impact on people and the planet. Not only are these investments unethical but their financial value could be short-lived. Instead, we invest in solutions to major global challenges. These investments do good for the world and benefit from increasing demand in the economy.
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