For wholesale investors in Australia

Global Sustainable Equity Fund

By focusing on companies that have a positive impact on the environment and society, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

651 993 118

Entry Price
As of 08/06/2023

Exit Price
As of 08/06/2023


anniversary sustainable equity

  • Established strategy built on a 30-year history of sustainable investing and innovative thought leadership
  • High-conviction portfolio with companies selected for their compounding growth potential and positive impact on the environment and society
  • Commitment to provide clients with high standards of engagement, transparency and measurement



The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods.

The Fund invests at least 80% of its assets in shares (also known as equities) of companies, of any size, in any industry, in any country. The Fund will invest in companies whose products and services are considered by the investment manager as contributing to positive environmental or social change and thereby have an impact on the development of a sustainable global economy. The Fund will avoid investing in companies that the investment manager considers to potentially have a negative impact on the development of a sustainable global economy.

The companies in which the Fund will invest will typically be strategically aligned with trends such as climate change, resource constraints, growing populations, and ageing populations. The Fund avoids investing in fossil fuels and companies that stand to be disrupted by the transition to a low-carbon economy.


We believe there is a strong link between sustainable development, innovation and long-term compounding growth.

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Our investment framework seeks to invest in companies that have a positive impact on the environment and society; and at the same time, it helps us stay on the right side of disruption by avoiding companies we consider to be involved in activities that are harmful to the environment or society.

We believe this approach will provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.

The guiding principle of our investment philosophy evolves around: Is the world a better place because of this company?”

Hamish Chamberlayne, CFA
Head of Global Sustainable Equity | Portfolio Manager

Investment Considerations

Global Sustainable Equity Fund Venn Diagram

Companies are analysed and selected using a triple bottom line framework, considering how companies generate profits and their impact on people and the planet.

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Annual sustainability
Quarterly impact


Aaron Scully, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2001.

Hamish Chamberlayne, CFA

Head of Global Sustainable Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2007.


PERFORMANCE (% p.a.) (As of 31/05/2023)
Global Sustainable Equity Fund MSCI World Index (net dividends reinvested) in AUD
1MO 3MO 6MO 1YR 3YR 5YR 10YR Since Inception
Global Sustainable Equity Fund 2.75 7.79 9.23 13.97 - - - -2.24
MSCI World Index (net dividends reinvested) in AUD 1.10 8.21 7.54 13.14 - - - 2.37