This report shows public data only. Is this your organisation? If so, login here to view your full report.

Gunn Agri Partners

PRI reporting framework 2019

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage (Private)

SG 01 CC. Climate risk (Not Applicable)

SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].

The Gunn Agri mandate is dictated to by the legal documents binding us as the Manager with the Investor or Investor Group for a specific strategy. There are a suite of policies and procedures that must be adhered to under such investment management agreements including the ESG policy. 

The Investment Mandate between the Manager / Gunn Agri Partners and the investor or group of investors may come via the following forms and is provided to any party who reasonably requests it. They are not made available on a public website as this would be seen as marketing and a breach of AIFMD. 

Fund vehicle: co-mingled investment structure

  • very specific mandate
  • mandate is agreed by investors
  • discretion is given to the manager to execute the mandate
  • an independent director is recommended for the board of the Fund vehicle
  • final governance structure agreed via fund documents

Club deal: co-mingled club deal with 2-5 investors

  • focused on a specific investment / asset  
  • the mandate is agreed with club members
  • level of discretion given to manager is outlined via Farm Services Contract or similar legally binding agreement
  • it is usual to have some representation on the Investment Committee / board of the vehicle from the Club Member group  
  • final governance structure agreed via contracts

Separate Account: an investment mandate for one investor

  • focused on specific asset or specific strategy
  • terms and structure dictated to by that investor
  • can range from full discretion to the manager through to any major investment / capex decisions requiring sign off by the Investor or investor representative
  • likely that the board and IC has a representative of the investor
  • final governance structure agreed via contracts 

SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

It is important to identify and manage conflicts of interest which arise or may arise in the course of providing a service. A conflict of interest may arise where a company or an employee who, owing a duty to a client, may have personal or professional interests which compete with this duty and may entail a risk of material damage to client’s interests. A situation may be a conflict of interest even if no improper act or disadvantage to the client arises from it.

Gunn Agri Partners Pty Ltd (GAP) is committed to identifying, monitoring and managing all actual and potential conflicts of interest   that   can   arise   between   our   clients   and   us   and   between   clients   in   all   areas   of   our   business.

The purpose of this Policy is to identify and summarize those conflicts which we experience as an organization and how we can address the challenges that such conflicts create. It also provides our clients with appropriate information relating to  the policies we have in place to identify and manage conflicts of interest.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)