December 2020
31.12.2020
Morphic Ethical Equities Fund
The Morphic Ethical Equities Fund seeks to provide investors a way to grow their wealth and feel confident they do so without investing in businesses that harm the environment, people, and society.
The Fund excludes direct investments in entities involved in environmental destruction, including coal and uranium mining, oil and gas, intensive animal farming and aquaculture, tobacco and alcohol, armaments, gambling and rainforest and old growth logging.
2.5% of management fees are donated to Bush Heritage.
Stock selection is subject to compliance with the ethical screens described in the Morphic Ethical Charter. For more insight on how we see the future of ethical investing, please read our Ethical Whitepaper.
The Fund is a Listed Investment Company on the Australian Securities Exchange (ASX: MEC). The Offer is now closed and the IPO prospectus can be found here.
Certification
This Fund has been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See responsibleinvestment.org for details.
Estimated pre-tax NET tangible assets value
Official NTA22 January 2020
$1.3742 per share
Latest Prices
Performance
Download| As at 31/12/2020 | 1 Month | 3 Months | 6 Months | 1 Year | Since Inception p.a. |
|---|---|---|---|---|---|
| Fund | 1.5% | 6.0% | 11% | 10.5% | 7.9% |
| Index | -0.1% | 6.5% | 10.6% | 5.9% | 11.2% |
Disclaimer
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