Our investment approach

We believe that to have a genuinely positive impact and deliver sustainable performance, a company must focus on “what” it offers as well as “how” it operates. That’s why our investment approach involves deep assessment of a company’s impact along with its ESG practices. This is a key differentiator from traditional ESG investing, where ESG screens are often high level and applied without a deep understanding of the company. Companies must also get past our rigorous financial assessment and portfolio construction principles to be considered for investment.

 
 
 
 
 
 

We seek to invest in companies that are making positive contributions in areas such as:

Renewable energy

Waste & recycling

Gender & other diversity

Climate action

Energy efficiency

Green buildings

Sustainable infrastructure

Responsible consumption

Education

Health

Nutrition

Innovation

Inclusive finance

Sustainable agriculture

Decent work

We look to avoid investing in industries that have a material exposure to industries identified as detracting from the SDGs. We therefore seek to avoid investing in companies that  source 5% or more of their gross revenue from gambling, armament manufacturing, tobacco manufacturing, uranium production and nuclear energy, fossil fuels – specifically, thermal coal, gas, tar sands and oil production, alcohol manufacturing, highly processed food and sugar-sweetened drink manufacturing and pornography production.

The Melior Australian Impact Fund

The Melior Australian Impact Fund is a registered managed investment scheme.

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 aligned to the Sustainable Development Goals.

You will be investing alongside the owners and managers of Melior Investment Management.

The following incorporated information forms part of the Product Disclosure Statement dated 5th July 2019 for Melior Australian Impact Fund and should be read in conjunction with the PDS. The table below shows the Fund’s buy/sell spread as at 14th May 2020, expressed as a percentage of transactional value:

Fund Facts

Investment ObjectiveOutperform the benchmark net of fees over a rolling 7 year period
BenchmarkS&P/ASX300 Total Return Index
Stocks held20-50
Minimum investment$50,000
Buy/sell spread0.60%
More Information

This information is for wholesale clients only.  For further information on the definition of a wholesale investor please see “Important Information