Investing shapes the world we live in, let’s shape a better world.

Read our 2022 Sustainability Report

Our vision is for our investing to fund a lasting transformation to a better world.

We do this by seeking to generate individual wealth and collective well-being.

We start by avoiding investments that do not respect people, animals or the planet.

We consider environmental, social and governance (ESG) metrics. Companies that address ESG issues often perform better than companies that do not.

We don't stop at ESG, we also tilt our portfolio towards positive investment themes - such as renewable energy and community housing. And aim to grow your wealth via good investments in areas such as healthcare, water infrastructure and technology.

How we invest ethically.

We have an in-house ESG analyst, our own bespoke Ethical Investment Policy, an Ethics Committee for review, an annual sustainability report and a commitment to improving things through advocacy.
Learn more

Our investments

Our investment process aims to avoid harm, benefit investors and other stakeholders and contribute to solutions. We're active managers who think carefully about how to drive strong returns, while maximising the ethical impact of our investing. Below are some examples of companies we invest in - click below to view specific holdings for each Fund.

  • WoolAid logo
  • Sharesies Logo
  • Lodestone Energy logo
  • Enphase logo
  • Vestas
View our Holdings

What we don’t invest in:

We avoid investments that disrespect people, our planet and animals (some examples below). Both thresholds and exceptions may apply - please see our Ethical Investment Policy for more detail.

  • Fossil Fuel

  • Animal Testing

  • Gambling

  • Palm Oil & GMOs

  • Weapons

  • Tobacco

  • Factory Farming

  • Adult Entertainment

  • Alcohol

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