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.

We also seek to avoid investing in companies that have a material and on-going exposure to the supply chains of these industries. This will be assessed on a case by case
basis.

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 31 March 20223 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 Index2.1%4.3%15.2%26.2%8.8%26.1%
Outperformance/(Underperformance)-4.9%-3.1%-3.5%-0.9%+3.8%+12.6%

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

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.

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.