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Munro Partners

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

ESG - Investment Approach: -

  • Munro's Investment Approach considers environmental, social and governance issues as part of its due diligence in its portfolio of equity investments.

  • Munro’s proprietary investment process includes qualitative factor assessments encompassing sustainability and customer perception as two key parts of its five company characteristics.

  • Companies that are focused on short term financial goals at the expense of long term sustainability and customer perception are excluded from our investment universe of stocks of interest.

  • Environmental, social or governance issues that are contradictory to best practice will inevitably lead to lower financial performance, reduced earnings sustainability and lower customer perception levels


01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

The Trading Policy and Procedures (the "Policy") covers trading activities conducted by Munro. In particular, the Policy addresses procedures for trade order entry, allocations among Investment Products, other trading related issues, and the reporting and settlement process.

In order that portfolio management personnel satisfy the expectations of their clients and the fiduciary duties imposed upon them by securities legislation, portfolio management personnel are expected to:

  • Deal fairly, honestly and in good faith with the Investment Products and, at all times, place the interests of the investors and clients of Munro and its subsidiaries and affiliates above personal interests;
  • Ensure fairness in the allocation of investment opportunities among Investment Products;
  • Comply with all laws and regulation applicable to the management of the Investment Products' portfolios. Each portfolio management employee has a duty to know, understand and comply with such laws and regulation;
  • Practice and encourage others to practice in a professional and ethical manner that will reflect the high standard of care and integrity outlined in Munro's Personal Trading Policy.
  • Strive to maintain and improve their competence; and
  • Use reasonable care and exercise independent professional judgment where appropriate.

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。


02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。


02.3. 補足情報 [任意]

Our ESG charter is published on our website:

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

Munro has a 'Conflicts of Interest' policy that outlines: -

  • Objectives:
    • To ensure that Munro has arrangements in place to adequately manage actual or potential conflict of interest ("COI") which may arise in relation to the provision by Munro and, if applicable, any of its directors, employees or authorised representatives of Munro or its related body corporate ("Representatives") who provide services to Munro as part of its business
  • Compliance Obligations:
    • Per the Corporations Act 2001 - Section 912A and 601LA - 601LE
  • Per ASIC - Regulatory Guide 181 ('Managing Conflicts of Interest'):
    • Procedures and guidelines - identify, manage and resolve COI

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)