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Orbis Investments

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

Approximately 15% of Orbis' assets under management are invested in an Australia-registered Fund that will not invest in companies that fall into the following categories:

  1. Companies classified by either MSCI or FTSE as being a tobacco company or those regarded by Orbis as directly involved with the production of tobacco.
  2. Companies actively involved in the production of nuclear weapons, anti-personnel, cluster munitions or depleted uranium weapons (together controversial weapons).

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

Orbis undertakes a screening process semi-annually to determine whether a company produces controversial weapons and uses third-party research provided by ISS/Ethix to assist in this screening process. Orbis will provide investors with at least 30 days prior notice before it makes any changes to the exclusion categories.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

05.5. Additional information. [Optional]


LEI 06. Processes to ensure fund criteria are not breached (Private)


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