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Fossil fuels (coal mining, oil and gas production, power generation)
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Uranium mining and nuclear
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Controversial, civilian and conventional weapons
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Adult entertainment
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Gambling
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Animal cruelty
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Alcohol production
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Tobacco production
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Subject to a materiality threshold of >5% of revenue or earnings
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*Please refer to our Ethical investment policy for definitions
Investing with purpose
Important notice to investors:
Anticipated key dates for 2022/2023 financial year U Ethical Retail and Wholesale Funds
Investing with purpose
We conduct extensive research to find investments with positive impacts and exclude those that have negative effects on society or the environment. For details and definitions, please refer to why we invest with purpose, what we do and don’t invest in and how we apply a rigorous process to ensuring ethical outcomes.
We seek to invest in:*
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Clean energy and technology
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Sustainable agriculture
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Circular economy
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Employment
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Community and education services
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Health care
We don't invest in:*
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Fossil fuels (coal mining, oil and gas production, power generation)
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Uranium mining and nuclear
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Controversial, civilian and conventional weapons
-
Adult entertainment
-
Gambling
-
Animal cruelty
-
Alcohol production
-
Tobacco production
-
Subject to a materiality threshold of >5% of revenue or earnings
-
*Please refer to our Ethical investment policy for definitions
