Check out our Performance & Returns page for more details.
Launch date for reporting purposes is 31 January 2020. Investment returns are not guaranteed. Past performance is not a reliable indicator of future performance. Returns are after investment fees, percentage-based administration fees and taxes but before dollar-based administration fees have been deducted from your account balance.
Choose from two investment options, Elevate Balanced and Elevate Growth. Both portfolios are designed and monitored by our internal investment team to provide diversification, taking into account both fundamental financial analysis and positive contribution to the United Nations' Sustainable Development Goals (SDGs).
We assess and measure investments based on their long-term growth fundamentals plus positive contribution to the SDGs - a global blueprint for balancing our economic, social and environmental needs.
We seek to deliver higher SDG contribution compared to the market.
We seek to avoid investments where underlying shares have direct exposure to tobacco, weapons, firearms, gambling and alcohol companies.
Together let’s help shape a positive future for Australia, and our world.
The UN Global Compact is an organisation that aims to mobilise a global movement of companies and stakeholders who are committed to sustainability.
We support the Ten Principles of the UN Global Compact in the areas of Human Rights, Labour, Environment and Anti-Corruption. We continually improve the integration of the Global Compact and its principles into our business strategy, culture and daily operations.
We support public accountability and transparency, and commit to sharing this information with our stakeholders and the general public.
The world's to-do list – as set by the United Nations, agreed to by 193 countries including Australia. It’s made up of 17 goals and 169 targets to end poverty, fight inequalities and tackle climate change by 2030. According to the Business & Sustainable Development Commission, achieving the SDGs could open up ~US$12 trillion in business opportunities.