Responsible Investment Leaders Conservative Fund

The Responsible Investment Leaders Conservative Fund gives investors access to a diversified portfolio with a core of cash and fixed interest, with some exposure to shares and property.

Key features

• a diversified multi manager strategy that blends manager styles and asset classes, with the objective of providing investors with competitive returns across a range of markets
• a robust investment process that combines an sustainability focus with stringent financial analysis
• access to specialist managers and sustainability consultants within Australia and internationally

Fund facts
APIR code	n/a
Fund aim	To provide a stable return at a rate above inflation, while accepting low to medium levels of volatility.
Who should invest?	Investors seeking capital stability with some exposure to growth assets and in agreement with the Fund’s socially responsible investment framework.
Risk level	Low
Time frame	Minimum 3 years
Inception date	24 January 2006 (Class A units) 9 December 2004 (Wholesale units)
Benchmark	Average weighted return of the market indices used to measure the performance of the underlying funds in which the Fund invests.

 

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Responsible Investment Leaders funds

Diversified funds	Single sector funds
Responsible Investment Leaders Conservative	Responsible Investment Leaders Australian Share
Responsible Investment Leaders Balanced	Responsible Investment Leaders International Share
Responsible Investment Leaders Growth