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.

Fund Overview

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.

10 September 2021

$1.5375 per share

Latest Prices


 

 

Portfolio Performance (Net %)

Download
As at 31/08/2021 1 Month3 Months6 Months1 Year3 Years p.a.Since
Inception p.a.
Morphic Ethical Equities Fund6.08%11.27%17.98%37.57%14.22%13.18%
Index3.09%10.75%20.55%30.17%13.94%14.60%

Disclaimer

Performance is net of investment management fees, before company admin costs and taxes. Index refers to MSCI AC World Net Total Return Index in AUD. Inception: 02 May 2017. Past performance is not indicative of future performance.

Portfolio Performance (Net %)

Download
Fund Name 1 Month3 Months6 Months1 Year3 Years p.a.Since
Inception p.a.
Morphic Ethical Equities Fund6.08%11.27%17.98%37.57%14.22%13.18%
Index3.09%10.75%20.55%30.17%13.94%14.60%

Disclaimer

Performance is net of investment management fees, before company admin costs and taxes. Index refers to MSCI AC World Net Total Return Index in AUD. Inception: 02 May 2017. Past performance is not indicative of future performance.

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

+61 1300 850 505

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