Thank you for your request, an email will be sent to you shortly. If you don’t receive it within 30 minutes please contact info@betashares.com.au
ETHI
Capital Appreciation
Aims to provide long-term capital growth potential as a primary driver of returns.
Portfolio Diversification
Fund can be used to introduce regional, sector or asset class diversification to a portfolio.
BetaShares Global Sustainability Leaders ETF
OBJECTIVE
Provide exposure to 100 large global stocks (excluding Australia) which are climate change leaders and which are not materially engaged in activities deemed inconsistent with responsible investment considerations.
Provides simple, cost-effective and transparent exposure to a portfolio of sustainable, ethical companies from a broad range of global locations.
The Fund owns stocks that have been identified as “Climate Leaders” that have also passed other eligibility screens designed to exclude companies with direct or significant exposure to the fossil fuel industry or engaged in other activities deemed inconsistent with responsible investment considerations.
“Climate Leaders” are selected based on relative carbon efficiency
Additional eligibility exclusion screens are applied to remove companies with material exposure to: fossil fuel, gambling, tobacco, armaments, uranium/nuclear energy, destruction of valuable environments, animal cruelty, chemicals of concern, mandatory detention of asylum seekers, alcohol, junk foods, pornography, recent significant fines/convictions, human rights & supply chain concerns
A core component of a global equities allocation providing transparency and diversification benefits in addition to being consistent with ethical and sustainable objectives
Tactical exposure to global equities
Advantages
Diversification – with a single trade, investors can get exposure to a diversified portfolio of sustainable, ethical companies from a broad range of global locations
Cost effective – Fund tracks the performance of an index (no ‘active manager’ fees)
Large company exposure – strategy invests only in large global companies
No W-8 BEN forms and no US estate tax implications for investors – simplified tax administration, unlike cross-listed alternatives
Transparent – portfolio holdings, value of the Fund’s assets and net asset value per unit available daily on our website
Liquidity – available to trade on the ASX like any share
How to Invest
You can buy or sell units just like you’d buy or sell any share on the ASX
Past performance is not an indicator of future performance. Returns are calculated in Australian dollars using net asset value per unit at the start and end of the specified period and do not reflect brokerage or the bid ask spread that investors incur when buying and selling units on the ASX. Returns are after fund management costs, assume reinvestment of any distributions and do not take into account tax paid as an investor in the Fund. Returns for periods longer than one year are annualised. Current performance may be higher or lower than the performance shown.
* As of 31 August 2017. Yield figures are calculated by summing the prior 12 month fund per unit distributions divided by the fund closing NAV per unit at quarter-end. Past performance is not an indicator of future performance
Download NAV history
View more
Australian Shares
Equity Income
Managed Risk
Short
Commodity
Geared
Global
Regional / Country
Sector
Cash & Fixed Income
Global Sectors
Currency
Active
