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, ultra-processed foods manufacturing such as fast food, soft drinks and confectionery that are known to be associated with diseases such as obesity 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 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 ranked 6th out of 73 large cap Australian equities managers by Rainmaker Information in 2020.

Performance

as at 30 September 20213 months (%)6 months (%)1 Year (%)2 Years (% p.a)Since Inception (% p.a)Since Inception (%)
Melior Australian Impact Fund (net of fees)1.9%10.4%32.4%18.0%15.0%37.1%
S&P/ASX 300 Total Return Index1.8%10.4%30.9%8.5%8.7%20.8%
Outperformance/(Underperformance)+0.1%0.0%+1.5%+9.5%+6.3%+16.3%

Fund Facts

Fund 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
Fund inception1 July 2019
LiquidityDaily
More Information

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

How to invest with melior

Investing with us is easy via our online application form. New investors can apply below

You can also invest indirectly in our fund through these platforms.  Please contact your financial adviser or the platform directly to find out how.

If you would like to invest using a paper application please contact us at info@meliorim.com.au.

Existing investors who would like to add to their investment can do so online by logging onto their account here

DISCLOSURE DOCUMENTS AND FUND FLYER

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.