Controversial business activities: Companies that are perceived to be generating a material level of revenue from controversial business activities, such as fossil fuels, tobacco and more.
Carbon intensity: Companies ranking in the top 25% of their sector for the most carbon intense (CO2/Revenue) manufacturing practices are removed from the Portfolio.
Established norms: Companies with alleged or verified non-compliance with established international norms (e.g. anti-corruption plus human, labour & environmental rights).
Gender representation: Companies with no female representation in key decision-making positions are also eliminated.
Controversial weapons: Companies with verified ongoing involvement in controversial weapons.
These exclusions mean that your investment in certain industries, such as energy for example, won't be as extensive as with our Global ETF Portfolios. You’ll pay a little bit more for a Portfolio that is managed to avoid companies involved in these categories. Because of these differences, the Socially Responsible Global Portfolios may perform differently than the Global ETF Portfolios. For full details, please see the Prospectus.
