Note: add title to impact fund themes diagram
We have dual objectives in our investment process:
Deliver competitive financial returns through our multi-dimensional alpha approach; and
Achieve positive social and environmental impact by contributing to the United Nations’ Sustainable Development Goals (SDGs) through our investments, active corporate stewardship and public advocacy.
We invest in companies that are making a net positive contribution to the SDGs in areas such as:
We avoid industries that detract from the SDGs along with the companies indirectly exposed to these industries such as:
Fossil fuels – specifically, thermal coal, gas, tar sands and oil production
Uranium production and nuclear energy
Ultra-processed foods manufacturing such as fast food, soft drinks and confectionery that are known to be associated with diseases such as obesity
We have a 5% gross revenue threshold for these excluded industries. Supply chain exposure is assessed on a case by case basis.
The Melior Australian Impact Fund
The Fund’s investment strategy is to seek to invest in Australian and New Zealand companies delivering competitive market returns and positive social and/or environmental impacts that contribute to the Sustainable Development Goals.
You will be investing alongside the owners and managers of Melior Investment Management.
The Melior Australian Impact Fund was ranked in the top quartile of Australian equities funds over one year, two years and since inception as at 31 December 2021.
Morningstar Low Carbon Designation
|as at 31 March 2022||3 months (%)||6 months (%)||1 Year (%)||2 Years (% p.a)||Since Inception (% p.a)||Since Inception (%)|
|Melior Australian Impact Fund (net of fees)||-2.8%||1.2%||11.7%||25.3%||12.6%||38.7%|
|S&P/ASX 300 Total Return Index||2.1%||4.3%||15.2%||26.2%||8.8%||26.1%|
|Fund Objective||Outperform the benchmark net of fees over a rolling 7 year period|
|Benchmark||S&P/ASX300 Total Return Index|
|Fund inception||1 July 2019|
This information is for wholesale clients only. For further information on the definition of a wholesale investor please see “Important Information”.
Total returns shown for the Melior Australian Impact 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. Fund Inception: 1 July 2019. The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned PIM4806AU October 2021) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines. Carbon Metrics as of 31 December 2021. Based on 93% of AUM. Data is based on long positions only. © 2022 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content } providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) or Financial Advice Provider Disclosure Statement (NZ) at www.morningstar.com.au/s/fsg.pdf and www.morningstar.au/s/fapds.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Peer Performance Group: Morningstar Australian Large Blend Equity.
How to invest with melior
Investing with us is easy via our online application form. New investors can apply below
This information is for wholesale clients only. For further information on the definition of a wholesale investor please see “Important Information”. The Product Disclosure Statement and Target Market Determination are available free of charge. Previous versions of these documents can be obtained by contacting us.