Socially Responsible Investment option
The Socially Responsible Investment (SRI) option invests in line with socially responsible investment criteria established by Funds SA, which includes a focus on renewable energy and social infrastructure, restrictions on investments in areas of high negative social impact and a ‘best-in-class’ approach to target the best companies in each economic sector according to external ESG ratings. This document below describes the investment approach for the SRI option managed by Funds SA and sets out the criteria that Funds SA applies when looking at new investments and how investment in certain assets are avoided.
The investment managers within this investment option include:
| Asset Class | Investment Manager |
|---|---|
| Infrastructure | Dexus |
| Property | AMP |
| Australian Equities | DWS International GmbH |
| International Equities | DWS International GmbH |
| Private Markets | LGT Capital Partners |
| Property | Funds SA - Property |
| Infrastructure | EQT Partners |
| Infrastructure | Morrison Global |
| Infrastructure | Palisade Investment Partners |
| Credit | Ares Management |
| Fixed Interest | Funds SA - Fixed Interest |
| Cash | Funds SA - Cash |
To view investment managers within Funds SA asset classes:
To view the SRI Investment option performance:
The investment approach for the Socially Responsible investment option and the way that the SRI Criteria is applied to each asset class in the SRI option can be found here