This Fund has been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsibleinvestment.org for details.
The Morphic Ethical Equities Fund seeks to provide investors 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. For more insight on how we see the future of ethical investing, please read our Ethical Whitepaper.
The Fund is a Listed Investment Company on the Australian Securities Exchange (ASX: MEC). The Offer is now closed and the IPO prospectus can be found here.
Estimated Pre-Tax Net Tangible Assets Value
15 January 2021: $1.3197 per share
MEC Share Price: $1.055 AUD
$0.005 (0.5%)
ASX: MEC - 20th Jan 2021 18:59:00 AEST
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MEC Share Price: $1.13 AUD
0.00 (0.00%)
ASX: MEC - 14 Jul 10:30am AEST
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ASX Share Chart
Below are charts depicting the Company’s share price performance over different time periods. The trend charts update each morning.
ASX Announcements
WE DO NOT INVEST IN...
Fossil Fuel
Tobacco, Alcohol & Gambling
Deforestation
Intensive farming & aquaculture
Armaments
Gambling
Alcohol
Coal and Uranium mining
WE DO INVEST IN...
Sustainability
Clean Water & Air
Recycling
Future Technology
For more information on our Ethical Charter or to view an independent audit of the Morphic Ethical Equities Fund please click here:
MORPHIC ETHICAL EQUITIES FUND PERIODIC PERFORMANCE (AFTER FEES)
| Returns | Fund | Index* |
|---|---|---|
| 1m | 1.5% | -0.1% |
| 3m | 6.0% | 6.5% |
| 6m | 11.0% | 10.6% |
| 1 Year | 10.5% | 5.9% |
| ITD (p.a.) | 7.9% | 11.2% |
As at 31 December 2020
* Index refers to MSCI AC World Net Total Return Index in AUD
ITD: Inception to Date. Fund Inception: 02 May 2017. Past performance is not indicative of future performance.
The Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations. The Symbol also signifies that both Morphic Global Opportunities Fund and Morphic Ethical Equities Fund adhere to the strict disclosure practices required under the Responsible Investment Certification Program for the category of Product Provider. The Certification Symbol is a Registered Trade Mark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol, Morphic Global Opportunities Fund and Morphic Ethical Equities Fund’s methodology, performance and stock holdings can be found at www.responsibleinvestment.org, together with details about other responsible investment products certified by RIAA. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.[1]
[1] The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.
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