This Fund has been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsibleinvestment.org for details.

The Morphic Ethical Equities Fund seeks to provide investors a way to grow their wealth and feel confident they do so without investing in businesses that harm the environment, people, and society.

The Fund excludes direct investments in entities involved in environmental destruction, including coal and uranium mining, oil and gas, intensive animal farming and aquaculture, tobacco and alcohol, armaments, gambling and rainforest and old growth logging.

2.5% of management fees are donated to Bush Heritage.

Stock selection is subject to compliance with the ethical screens described in the Morphic Ethical Charter. For more insight on how we see the future of ethical investing, please read our Ethical Whitepaper.

The Fund is a Listed Investment Company on the Australian Securities Exchange (ASX: MEC).

Pre-Tax Net Tangible Asset Value – NEW RECORD HIGH

10 May 2018: $1.1864 per share

Click here to see the official NTA announcement

MEC Share Price: $1.07 AUD

$0.00 (0)
ASX: MEC - 25th May 2018 19:00:00 AEST
Open:
$1.06
High:
$1.07
Low:
$1.06
Volume:
19k

MEC Share Price: $1.13 AUD

0.00 (0.00%)
ASX: MEC - 14 Jul 10:30am AEST
Open:
1.600786
High:
1.600786
Low:
1.600786
Volume:
1.600786

 

ASX Share Chart

Below are charts depicting the Company’s share price performance over different time periods. The trend charts update each morning.

 
to
  • Today
  • 1 mnth
  • 3 mnths
  • 6 mnths
  • ytd
  • 1 yr
  • 3 yrs
  • 5 yrs
  • 10 yrs
 
Volume Announcements

WE DO NOT INVEST IN...

Fossil Fuel Fossil Fuel
Tobacco, Alcohol & Gambling Tobacco, Alcohol & Gambling
Deforestation Deforestation
Intensive farming & aquaculture Intensive farming & aquaculture
Armaments Armaments
Gambling Gambling
Alcohol Alcohol
Coal and Uranium mining Coal and Uranium mining

WE DO INVEST IN...

Sustainability Sustainability
Clean Water & Air Clean Water & Air
Recycling Recycling
Future Technology Future Technology

For more information on our Ethical Charter or to view an independent audit of the Morphic Ethical Equities Fund please click here:

MORPHIC ETHICAL EQUITIES FUND PERIODIC PERFORMANCE (AFTER FEES)

Returns Fund Index*
1m 0.4% 2.6%
3m 1.4% 1.5%
6m 3.6% 5.2%
ITD 10.8% 13.1%

As at 30 April 2018
* Index refers to MSCI AC World Net Total Return Index in AUD

ITD: Inception to Date. Fund Inception: 02 May 2017. Past performance is not indicative of future performance.

LATEST INVESTOR REPORTS

The Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations. The Symbol also signifies that both Morphic Global Opportunities Fund and Morphic Ethical Equities Fund adhere to the strict disclosure practices required under the Responsible Investment Certification Program for the category of Product Provider. The Certification Symbol is a Registered Trade Mark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol, Morphic Global Opportunities Fund and Morphic Ethical Equities Fund’s methodology, performance and stock holdings can be found at www.responsibleinvestment.org, together with details about other responsible investment products certified by RIAA. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.[1]

[1] The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

Subscribe To Updates

Subscribe now to get the latest reports and insights from
Morphic Asset Management.