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Rebate Offer
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4.0% (100%)
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Minimum Initial Investment
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$5,000
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Expected Close Date
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Ongoing
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Description
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Investing predominantly in a diversified portfolio of sustainable Australian shares applying ethical screens.
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| Product Disclosure Statement |  Download Product Disclosure Statement (PDS) |
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The ING Sustainable Investments – Australian Shares Fund aims to achieve returns (before fees, charges and taxes) that exceed the S&P/ASX 300 Accumulation Index, over periods of three years or more.
The Fund invests predominantly in a diversified portfolio of sustainable Australian shares, selected in accordance with ING Investment Management’s sustainable Australian shares investment process. As a general guideline screens are applied to each company analysed, covering both negative ‘exclusionary’ and positive ‘best-in-class’ criteria.
When managing the ING Sustainable Investments – Australian Shares, ING Investment management (INGIM) applies sustainability criteria. Sustainable investment criteria may cover issues relating to how a company performs in relation to:
- Corporate governance;
- The environment;
- Their staff; and
- The wider community
INGIM enlists the services of an independent specialist sustainable investment adviser who reviews the practices of companies that meet INGIM’s financial criteria. If an investment no longer meets INGIM’s basis for selection or continuation (as it exists from time to time) then that investment will generally be changed. INGIM may exclude from the portfolio companies fundamentally engaged in activities that contravene generally accepted values and standards in relation to society and the environment.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the ING Sustainable Investments as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) |
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