Why Impact Investing?
Directing capital to the world’s problems is more effective if the for-profit business sector is actively engaged. Your capital is invested in companies that generate a positive social and environmental impact along with financial returns. The industries in which these companies operate tend to have structural growth tailwinds which, when combined with active stock selection, provides the opportunity to generate superior investment returns.
Inspire Australian Equities Fund
The Inspire Australian Equities Fund (formerly the 8IP Australian Equity Impact Fund) is designed for investors seeking to invest in Australian companies that are solving the world’s problems. Using our proprietary impact measurement process, we direct capital to ASX listed companies that are solving these problems.
Launched in January 2017, the Fund is a registered managed investment scheme managed by Inspire Australian Equities Pty Limited (Authorised Representative of Liverpool Partners Pty Limited AFSL 429 777). Equity Trustees Limited is the responsible entity.
For further information, please read the Product Disclosure Statement and Quarterly Report by clicking on the links below. The Fund is rated Investment Grade by Lonsec Research – financial advisers may request a copy by emailing us at ausequities@inspireimpact.com.au.
Our impact focus areas include:
Key features
| Feature | Details | |
|---|---|---|
| Product Sponsor | Equity Trustees Limited | |
| Product Type | Registered Managed Investment Scheme | |
| Inception Date | 31 January 2017 | |
| Minimum Investment | $10,000 | |
| Liquidity | Daily | |
| Withdrawal Notice | Applications received before 2pm (Sydney time) on a business day will receive the withdrawal price calculated for that day. Applications received on or after 2pm (Sydney time) will receive the withdrawal price calculated for the next business day. | |
| Distributions | Paid Annually | |
| Hurdle | S&P/ASX All Ordinaries Accumulation Index | |
| Index | S&P/ASX All Ordinaries Accumulation Index |
This is general information which does not take account of your particular objectives, financial circumstances or needs. You should consider the Fund's offering document in deciding whether to acquire, or continue to hold, the product.
Growth of $100,000 AUD as at January 2021
Fund performance as at 31 January 2021
| 1m | 3m | 6m | 1yr | 3yr p.a. | Inception p.a. | |
|---|---|---|---|---|---|---|
| Fund (net of fees) | 0.41% | 15.94% | 13.74% | -0.89% | 10.61% | 12.86% |
| Index | 0.30% | 12.43% | 14.95% | -0.71% | 7.67% | 8.96% |
| Active Return (net of fees) | 0.11% | 3.51% | -1.21% | -0.18% | 2.94% | 3.90% |
*Inception date 31 January 2017. Source: Inspire Impact and S&P. All returns are shown to two decimal places. Returns for periods of more than one year are annualised. Total returns include realised and unrealised gains and losses plus income and are time-weighted rates of return that adjust for external cash flows. Valuations are computed and performance reported in Australian dollars. Net-of-fees performance returns are presented after management and performance fees. Past performance is not a reliable indicator of future performance. Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Inspire Australian Equities Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT). This information has been prepared by Inspire Australian Equities Pty Limited (ABN 56 635 773 974), to provide you with general information only. In preparing this table, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Inspire Australian Equities Pty Limited, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.