• Best ESG Sustainable balanced Investment In Australia

    ESG Sustainable Balanced

    Investment Objective

    Invest in companies that enable, lead and participate in the transition to a more sustainable Australian economy and avoid those that do not meet our minimum environmental, social and governance (ESG) performance standards.

    Asset Class Mix
    30-40% to defensive assets
    60-70% to growth assets
    Risk Profile
    Medium
    Timeframe
    5+ years
    Target Returns

    Aims to deliver inflation (CPI) + 3%.

    Performance (As on 31st March 2024)

    (1.54%)

    1 Month

    2.46%

    3 Month

    11.63%

    6 Month

    7.48%

    1 Year

    #N/A

    2 Year

    7.12%

    Since Inception (Annualised)

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    Laverne Securities Pty Ltd, ACN 629 216 477, Trading As Investor Desk Online, is a Corporate Authorised Representative of Laverne Capital Pty Ltd (AFSL 482937). This service is administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available at https://www.investordeskonline.com.au/key-documents/ Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.