Precedent Sustainable Balanced Fund
The Fund aims to support the transition to a more sustainable economy, by aligning 50% or more of its capital (within the Australian shares, International shares, Australian fixed interest and International fixed interest and part of the Alternative investments asset classes of the Fund) in aggregate with investments that advance this transition.
We aim to do this by allocating capital to investments that:
support positive environmental and/or social change via their investment processes, use of capital and/or active ownership; and
avoid exposure to companies with business activities that Precedent considers to negatively impact the environment and/or society.
We define a sustainable economy as an economic system which balances environmental, social, and economic factors.
The Fund’s Sustainability Objective does not apply to derivatives.
Implementing the Sustainability Objective - Primary Sustainability Actions:
The application of integrated ESG investment processes aligned with the SO
Avoiding exposure to companies with business activities that Pendal considers to negatively impact the environment and/or society
Tilting the aggregate Fund’s holdings towards supporting positive environmental and/or social change, and
Employing active ownership - which includes aligning proxy voting and select engagement activities with investee company management
Precedent Sustainable Balanced Fund – Equities and Listed Property
Precedent Sustainable Balanced Fund – Equities and Listed Property
