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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) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




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. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

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. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.5. 補足情報 [任意]

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