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PRI reporting framework 2020

You are in Strategy and Governance » Asset class implementation not reported in other modules


SG 16. ESG issues for internally managed assets not reported in framework







The ethical nature of the Enhanced Cash Portfolio is largely derived from minimum ESG ratings at an issuer level, and shareholder engagement between U Ethical and relevant counterparties to ensure the promotion of best ESG and ethical practices.

The portfolio follows the U Ethical Ethical Investment Policy negative and positive screening criteria, this too is assessed at an issuer level.

その他 (1) [OO 05から抽出]

Mortgages - For U Ethical's commercial mortgages, credit will not be extended where the underlying property is to be used for activities excluded under the Ethical Investment Policy. For example to be used for gambling activities.

その他 (2) [OO 05から抽出]

Community Impact Loans - These loans are extended by U Ethical for education, health or community services and affordable housing.

16.2. 補足情報 [任意]




SG 17. ESG issues for externally managed assets not reported in framework (Not Applicable)