January 2025
31.01.2025
Morphic Ethical Equities Fund
The Morphic Ethical Equities Fund seeks to provide investors with 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.
Morphic Ethical Equities Fund Ltd is an investment company listed on the ASX. Shares in MEC are traded on the Australian Stock Exchange (ASX code: MEC) and can be bought and sold either via your broker (including online brokers) or your financial adviser.
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 NTA
Estimated and unaudited.
14 March 2025
$1.1242 per share
Portfolio Performance (Net %)
Download| As at 31/01/2025 | 1 Month | 3 Months | 1 Year | 3 Years p.a. | 5 Years p.a. | Since Inception p.a. |
|---|---|---|---|---|---|---|
| Morphic Ethical Equities Fund | 1.18% | 5.04% | 15.81% | 3.74% | 7.58% | 7.87% |
| MSCI AC World Net Total Return Index | 2.59% | 9.93% | 27.94% | 12.90% | 12.62% | 13.23% |
| Alpha | -1.42% | -4.89% | -12.13% | -9.16% | -5.05% | -5.36% |
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Contacts
Shares in MEC are traded on the Australian Stock Exchange (ASX code: MEC) and can be bought and sold either via your broker (including online brokers) or your financial adviser.
Morphic Ethical Equities Fund (ASX: MEC) – Computershare Investor Services