Name | Morningstar Category | Morningstar Analyst Rating | Morningstar ESG Commitment Level - Asset Manager Assessment | Morningstar ESG Commitment Level - Strategy Assessment | Morningstar Sustainability Rating | Low Carbon Designation | Total Ret YTD (Mo-End) AUD | Total Ret 1 Yr (Mo-End) AUD | Total Ret Annlzd 3 Yr (Mo-End) AUD | Total Ret Annlzd 5 Yr (Mo-End) AUD |
---|---|---|---|---|---|---|---|---|---|---|
AXA IM Sustainable Equity | Equity World Large Blend | Silver | Advanced | Advanced | Above Average | Yes | 21% | 27% | 15% | 14% |
Alphinity Sustainable Share | Equity Australia Large Blend | Bronze | Basic | Advanced | Above Average | Yes | 15% | 33% | 13% | 13% |
Stewart Investors Wrldwide Sustnby | Equity World Large Growth | Gold | Leader | Leader | Average | Yes | 18% | 28% | 15% | 14% |
Australian Ethical Australian Shr WS | Equity Australia Mid/Small Blend | Bronze | Leader | Leader | 11% | 45% | 17% | 14% |