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Allegro Funds Pty Ltd

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

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

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

The Company incorporates ESG issues into its investment analysis and decision-making processes.

The Company is an active owner of its investment portfolio and incorporates ESG issues into its ownership policies and practices.

The Company seeks appropriate disclosure on ESG issues from Investee Companies.

The Company promotes acceptance and implementation of the Principles within the investment industry.

The Company’s executives work together to enhance its effectiveness in implementing the Principles.

The Company reports on its activities and progress to investors towards implementing the Principles.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

When making investment decisions, environmental, social and governance matters are considered with a view to:

1. working with investee companies to reduce their impact on the environment;

2. help investee companies investigate and implement environmentally friendly processes and procedures;

3. consider social governance matters and identify opportunities to support charitable and non-profit organisations through participation and donation; and

4. considering the environmental, social and governance status of an investee company and whether or not appropriate levels of improvement can or need to be made such that its ESG status is acceptable. 



01.6. Additional information [Optional].


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


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].

Whilst policies and and components of our investment policy are not publicly available, reporting and disclosure of ESG matters is made to our investors on a quarterly basis as a part of the our quarterly investor reports. These reports are also not publicly available but are distributed amongst our fund investors.

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.

Directors are to be notified where a potential or actual conflict of interest exists. Conflicts of interest are disclosed to the Investment Committee and/or the Advisory Committee how the conflict is to be managed.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)