The Company Impact Spotlight provides a quarterly overview of a company the Fund invests in (or has invested in) and Melior’s view on how the company has a positive impact.
A company must contribute to at least one Sustainable Development Goal sub target based on their core good and services to meet our positive impact assessment. For large companies, we also consider whether they deliver a positive impact by demonstrating leadership on climate action or gender equality.
Please note that portfolio holdings are subject to change. The company outlined in each Company Impact Spotlight was included in the portfolio as at the date referenced and the impact metrics are based on data available at the time of publication.
For more information on current portfolio holdings, please contact us at firstname.lastname@example.org
Vulcan Energy Resources
Ramsay Health Care
This information is issued by The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL No. 235150) as Responsible Entity and issuer of units in the Melior Australian Impact Fund, based on information prepared and collated by Melior Investment Management Pty Limited (Melior). Melior (Melior Investment Management) has been referred to as ‘we’, ‘us’ or ‘our’ in this report. Melior is a Corporate Authorised Representative (No. 001274055) of Adamantem Capital Pty Limited (ACN 614 857 037, AFSL No. 492717). It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained by calling +61 2 9004 6071 or visiting our website www. meliorim.com. au. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Total returns shown for the Fund have been calculated using exit prices after taking into account all ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation. Past performance is not indicative of future performance. Listed equities markets can experience volatility, particularly in the short term. Investments in listed equities markets are therefore generally classified as higher risk than other asset classes such as fixed income and cash. As the Fund invests most of its assets in Australian listed equities, it should be considered a high-risk investment. Please refer to the PDS for details of the types of risks which are associated with investing in the Fund.