Portfolio holdings and rationale

June 29, 2020
Investment Updates
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Other Views & Insights

Investment Updates

December 2020 Investment Report

January 18, 2021

During December 2020 the Fund returned 2.11% versus the S&P/ASX 300 Accumulation Index of 1.32%, outperforming the market by 0.79% (after fees). Overweight positions in Renewable Energy and Transition Commodities and an underweight position in Healthcare contributed to relative performance while an overweight position in Food Products and an underweight position in Information Technology detracted from relative performance.

Market Thoughts & Insights

Ethical Partners' submission to the inquiry on the Climate Change Bill

January 8, 2021

Ethical Partners has made a submission to to the inquiry on the Climate Change Bill. In our view it is clear that we desperately need whole of government support around the important elements of this bill.

Market Thoughts & Insights

Biodiversity: A critical area of engagement

December 14, 2020

Biodiversity is a very important area of engagement for us at EPFM, and an area of increasing interest for investors. Experts believe that we are in the midst of the Earth’s sixth mass extinction event -some 75 per cent of terrestrial and 66 per cent of marine environments have already been severely altered by human activity and one million species face extinction – many within decades.

Investment Updates

October 2020 Investment Report

November 16, 2020

During October 2020 the Fund returned 2.85% versus the S&P/ASX 300 Accumulation Index of 1.89%, outperforming the market by 0.96% (after fees). Overweight positions in Insurance stocks and an underweight position in Metals & Mining contributed to relative performance while overweight positions in Consumer Staples and Media & Entertainment detracted from relative performance.

Ethical Partners Management Services ACN 623 503 720 as Corporate Authorised Representative of Ethical Partners Funds Management Pty Ltd ACN 623 475 454; AFSL 504749

Suite 3, Level 4,
130 Pitt Street
Sydney NSW 2000

Telephone: 02 8999 1228
Email:
investors@ethicalpartners.com.au
www.ethicalpartners.com.au
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