Screens and Tilts

Build your ethical portfolio: screen out unsustainable businesses, then apply positive tilts to green themes.

Tilts

Tilt: Technology

Robotics, cyber security, artificial intelligence and a number of other options for investors to get extra exposure to areas of interest.

Large Technology Stocks: This is a rules based approach to choosing technology stocks. We target 6 of the largest stocks globally, provided that they are listed in a developed market
Cloud Computing Stocks: This is a rules based approach to choosing stocks that are involved in cloud computing. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Artificial Intelligence: This is a rules based approach to choosing artificial intelligence stocks. It includes companies who produce these products or provide ancillary services that will benefit from the growth of this sector. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Cybersecurity: This is a rules based approach to choosing cybersecurity stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Robotics: This is a rules based approach to choosing robotics stocks. It includes companies who produce these products or provide ancillary services that will benefit from the growth of this sector. We target 8 of the largest stocks globally, provided that they are listed in a developed market

Tilt: Climate Change

A range of different sectors positively affecting climate change, from nuclear power to clean energy and batteries.

Battery Supply Chain: This is a rules based approach to choosing stocks that are involved in battery materials. We target 6 of the largest global stocks involved in either manufacturing batteries or that produce commodities primarily used in batteries. We typically choose companies listed in developed markets
Clean Energy: This is a rules based approach to choosing clean energy stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Nuclear Power: This is a rules based approach to choosing nuclear power stocks. This includes both energy utilities and uranium producers. We target 6 of the largest stocks globally, provided that they are listed in a developed market

Tilt: Consumption

These tilts are based on particular elements of consumption that investors may be looking for like luxury goods or video games.

Video Gaming: This is a rules based approach to choosing video gaming stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Luxury Goods: This is a rules based approach to choosing luxury goods stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Travel: This is a rules based approach to choosing travel stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed marke
Logistics: This is a rules based approach to choosing logistics stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market

Tilt: Commodities

Different types of exposure to commodities. Some are stock exposures, some are commodity exposures. Includes, gold, silver, oil & gas, agribusiness stocks and more.

Gold Stock ETF: This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Gold Stock ETF.
Gold (physical, unhedged): This is an exposure to a gold ETF investing in physical gold.
Gold (physical, hedged to AUD): This is an exposure to a gold ETF investing in physical gold hedged in Australian dollars.
Agribusiness: This is a rules based approach to choosing agribusiness stocks. Companies will be a mix of farm equipment, fertilizer and seed producers. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Copper Stocks: This is a rules based approach to choosing copper stocks. We target 6 of the largest stocks globally, provided that they are listed in a developed market
Lithium Stocks: This is a rules based approach to choosing lithium stocks. We target 6 of the largest stocks globally, provided that they are listed in a developed market
Oil & Gas Stocks: This is a rules based approach to choosing oil & gas stocks. We target 6 of the largest stocks globally, provided that they are listed in a developed market
Coal Stocks: This is a rules based approach to choosing coal stocks. We target 6 of the largest stocks globally, provided that they are listed in a developed market
Uranium Stocks: This is a rules based approach to choosing uranium stocks. We target 6 of the largest stocks globally, provided that they are listed in a developed market
Cocoa (Futures, unhedged): This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Cocoa (Futures, unhedged).
Corn (Futures, unhedged): This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Corn (Futures, unhedged).
Natural Gas (Futures, unhedged): This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Natural Gas (Futures, unhedged).
Oil (Futures, unhedged): This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Oil (Futures, unhedged).
Silver (Physical, unhedged): This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Silver (Physical, unhedged).
Soybean (Futures, unhedged): This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Soybean (Futures, unhedged).
Sugar (Futures, unhedged): This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Sugar (Futures, unhedged).
Wheat (Futures, unhedged): This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Wheat (Futures, unhedged).
Uranium Stock ETF: This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Uranium Stock ETF.

Tilt: Health

Weight loss drug manufacturers headline this tilt category.

Global Biotech Stocks: This is a rules based approach to choosing stocks. It adds 6 of the largest Global Biotech Stocks.
Weight Loss Drug Producers: This is a rules based approach to choosing stocks that have active weight loss or obesity drugs. We currently target Eli Lilly and Novo Nordisk. We may add more stocks if they have drugs approved.

Tilt: Religion

We have different options for religious investors to include investments in sectors that meet their beliefs.

Global Sharia Stocks: This is a rules based approach to choosing stocks. It adds 40 of the largest Sharia compliant stocks Global Sharia Stocks.
US Sharia Stocks: This is a rules based approach to choosing stocks. It adds 40 of the largest Sharia compliant stocks US Sharia Stocks.

Tilt: Military

This tilt group contains companies in the defense contractors sector.

Defense Contractors: This is a rules based approach to choosing defense contractor stocks. These are companies that are involved in the manufacture of weaponry. We target 8 of the largest stocks globally, provided that they are listed in a developed market

Tilt: Cash, Currency, Bonds

Different exposures to Cash or bonds.

Australian Corporate Bonds: This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Australian Corporate Bonds.
Australian Dollar Cash: This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Australian Dollar Cash.
Sukak Bonds: This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on Sukak Bonds.
US Dollar Cash: This is a tilt with gives an exposure to an exchange traded fund (ETF) focussed on US Dollar Cash.

Tilt: Geographic

Geographic tilts based on region or country of listing.

Country: Canada: This is a rules based approach to choosing stocks. It adds 12 of the largest stocks from Country: Canada.
Country: France: This is a rules based approach to choosing stocks. It adds 12 of the largest stocks from Country: France.
Country: Germany: This is a rules based approach to choosing stocks. It adds 12 of the largest stocks from Country: Germany.
Country: Japan: This is a rules based approach to choosing stocks. It adds 12 of the largest stocks from Country: Japan.
Country: Switzerland: This is a rules based approach to choosing stocks. It adds 12 of the largest stocks from Country: Switzerland.
Country: United Kingdom: This is a rules based approach to choosing stocks. It adds 12 of the largest stocks from Country: United Kingdom.
Country: United States: This is a rules based approach to choosing stocks. It adds 12 of the largest stocks from Country: United States.
Geographic Region: Developed Asia: This is a rules based approach to choosing stocks. It adds 12 of the largest stocks from Geographic Region: Developed Asia.
Geographic Region: Eurozone Europe: This is a rules based approach to choosing stocks. It adds 12 of the largest stocks from Geographic Region: Eurozone Europe.
Geographic Region: Non-Eurozone Europe: This is a rules based approach to choosing stocks. It adds 12 of the largest stocks from Geographic Region: Non-Eurozone Europe.
Geographic Region: North America: This is a rules based approach to choosing stocks. It adds 12 of the largest stocks from Geographic Region: North America.

Tilt: Investment Style

These are broader tilts, designed to add more of a particular factor to a portfolio. For example more quality stocks, or more defensive stocks.

Quality Stocks: This is a rules based approach to choosing stocks that rate well on quality metrics. We rate quality stocks on a variety of measures that include lower levels of debt, higher margins, lower volatility of earnings and a higher return on invested capital. We target 12 of the largest stocks globally, provided that they are listed in a developed market
Value Stocks: This is a rules based approach to choosing stocks that rate more cheaply on valuation measures. We rate value stocks on a variety of valuation measures including value vs the broader market, value vs peer and value vs historical ranges. Cashflow valuations have the largest influence, then income valuations and finally balance sheet. We target 12 of the largest stocks globally, provided that they are listed in a developed market
Growth Stocks: This is a rules based approach to choosing growth stocks. We rate value stocks on a variety of growth measures across both cashflow and income. We also look at both historical and forecast growth. We target 12 of the largest stocks globally, provided that they are listed in a developed market
Defensives: This is a rules based approach to choosing stocks that primarily defensive in terms of share price and earnings. They typically include telecommunications, real estate and utilities. We target 12 of the largest stocks globally, provided that they are listed in a developed market

Tilt: GICS Sectors

Tilts in this group allow you to get extra exposure to GICS sectors like industrials or consumer staples.

Global Consumer Discretionary: This is a rules based approach to choosing consumer discretionary stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Global Consumer Staples: This is a rules based approach to choosing consumer staples stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Global Communication Services: This is a rules based approach to choosing communication services stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Global Energy: This is a rules based approach to choosing energy stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Global Materials: This is a rules based approach to choosing materials stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Global Industrials: This is a rules based approach to choosing industrial stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Global Financials: This is a rules based approach to choosing financial stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Global Health Care: This is a rules based approach to choosing healthcare stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Global Information Technology: This is a rules based approach to choosing information technology stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Global Real Estate: This is a rules based approach to choosing real estate stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Global Utilities: This is a rules based approach to choosing utility stocks. We target 8 of the largest stocks globally, provided that they are listed in a developed market
Australian Communication Services: This is a rules based approach to choosing stocks. It adds 6 of the largest Australian stocks from the GICS sector Communication Services.
Australian Consumer Discretionary: This is a rules based approach to choosing stocks. It adds 6 of the largest Australian stocks from the GICS sector Consumer Discretionary.
Australian Consumer Staples: This is a rules based approach to choosing stocks. It adds 6 of the largest Australian stocks from the GICS sector Consumer Staples.
Australian Energy: This is a rules based approach to choosing stocks. It adds 6 of the largest Australian stocks from the GICS sector Energy.
Australian Financials: This is a rules based approach to choosing stocks. It adds 6 of the largest Australian stocks from the GICS sector Financials.
Australian Health Care: This is a rules based approach to choosing stocks. It adds 6 of the largest Australian stocks from the GICS sector Health Care.
Australian Industrials: This is a rules based approach to choosing stocks. It adds 6 of the largest Australian stocks from the GICS sector Industrials.
Australian Information Technology: This is a rules based approach to choosing stocks. It adds 6 of the largest Australian stocks from the GICS sector Information Technology.
Australian Materials: This is a rules based approach to choosing stocks. It adds 6 of the largest Australian stocks from the GICS sector Materials.
Australian Real Estate: This is a rules based approach to choosing stocks. It adds 6 of the largest Australian stocks from the GICS sector Real Estate.
Australian Utilities: This is a rules based approach to choosing stocks. It adds 6 of the largest Australian stocks from the GICS sector Utilities.

Tilt: Custom

Do you have a theme that you want access to? Let us know and we may be able to add it.

Tilt: Cryptocurrency

Access to stocks or exchange traded funds that focus on Cryptocurrency.

Screens

Screen: Climate Change

A range of different screens designed to target climate change related issues like fossil fuels or old growth forest logging.

No Fossil Fuels (Worst Offenders): Removes the worst polluters, in particular, companies that use lignite coal or create oil from tar sands
No Fossil Fuels (Any): Removes companies where more than 10% of the company is involved in coal, oil or gas
No Coal Seam Gas or Fracking: Removes companies who are involved in coal seam gas extraction and fracking
No Nuclear Power: Removes companies with nuclear power stations or producers of uranium
No Old Growth Forest Logging: Remove companies that are involved with logging old growth forests

Screen: War

Our war screens come in various degrees, enabling investors to take a strict no war which excludes companies like Boeing or a “worst offenders” category targeting cluster munitions and land mines.

No Arms (Worst Offenders): Removes companies that are known to produce cluster munitions and landmines
No Arms (Any): Removes companies that are known to directly produce weapons or ammunition
No Nuclear Weapons: Removes companies that are known to produce nuclear weapons

Screen: Human Rights

These are screens designed to exclude stocks from countries that don’t meet moral or democratic norms. We also have social issues like gender diversity.

No Undemocratic Countries: Removes companies from countries that score below 7 on the Democracy Index (from the Economist Intelligence Unit). Note this category removes some countries that are rated as Flawed Democracies like Singapore, Hong Kong or Brazil. Also removes companies where more than 20% of the company is owned by a government organisation from a country that rates below 7.
No Morally Repressed Countries (Worst Offenders): Removes companies from countries that rate "Insufficient Moral Freedom" or below as assessed by the World Index of Moral Freedom. Note this category removes countries like Singapore, South Korea or China. Also removes companies where more than 20% of the company is owned by a government organisation from a country that has low or very low moral freedom. Religious freedom, bioethical freedom, drugs freedom, sexual freedom, and family and gender freedom are assessed.
No Morally Repressed Countries (Any): Removes companies from countries that score below "High Moral Freedom" on the World Index of Moral Freedom. Note this category removes countries like Japan, Singapore, South Korea or China. Also removes companies where more than 20% of the company is owned by a government organisation from a country that rates poorly
No Immigration Detention: Removes companies involved in immigration detention centres
No Jails: Removes companies involved in running jails
Lack of Gender Diversity (Worst Offenders): Removes companies that have less than 10% of their board or board + top 5 executives being female. Note: This will remove many Japanese stocks from your portfolio
Lack of Gender Diversity: Removes companies that have less than 20% of their board or board + top 5 executives being female. Note: This will remove many Japanese stocks from your portfolio

Screen: Health

Options to remove exposure to fast food and genetically modified foods.

No Fast Food: Removes companies that produce products with significant amounts of sugar (for example Coca Cola) or operate fast food restaurants.
No Genetically Modified Foods : Remove companies that grow food using genetically modified organisms

Screen: Vices

Alcohol, gambling, pornography, tobacco and cannabis. These screens allow you to remove the vices you don’t want to invest without removing the ones you accept.

No Gambling: Removes companies that have more than 5% of sales from gambling
No Alcohol: Removes producers of alcohol
No Pornography: Removes companies where pornography comprises more than 5% of revenue
No Tobacco: Removes companies that manufacture tobacco products
No Cannabis: Removes companies that produce cannabis products

Screen: Animal Rights

A range of different screens targeted at animal protection.

No Fur or Specialty Leather: Removes companies that are known to produce fur or specialty leather
No Animal Testing (Any): Removes companies that test products on animals according to Peta. Note: This will remove many healthcare companies who are mandated by law to test on animals. Healthcare makes up a relatively large proportion of our portfolios.
No Animal Testing (Worst Offenders): Removes companies that test products on animals for non medical purposes

Screen: Religion

We have different options for religious investors to exclude investments in sectors that might not meet their beliefs.

No Contraception: Removes companies that manufacture contraceptive products
Only Sharia / Islamic: Confines your investment to companies within the MSCI AC World Islamic index
No Human Stem Cell Use: Removes companies that are known to use human stem cells or fetal tissue research

Screen: Social

Social screens target behaviours like companies that aggressively avoid Australian tax.

No Australian tax dodgers: Removes companies that are in the Michael West top 40 tax dodgers. This is a list of companies who are most aggressive both in paying little or no tax on their profits (or more precisely: taxable income) but also in deliberately wiping out their profits in Australia (offshoring it to low tax jurisdictions).
No Economically Repressed Countries (Worst Offenders): Removes companies from countries that rate either "Repressed" or "Mostly Unfree" as assessed by the Index of Economic Freedom (Wall Street Journal and the Heritage Foundation). Also removes companies where more than 20% of the company is owned by a government organisation from a country that is "Repressed" or "Mostly Unfree".
No Economically Repressed Countries (Any): Removes companies from countries that are not either "Free" or "Mostly Free" as assessed by the Index of Economic Freedom (Wall Street Journal and the Heritage Foundation). Note that this category removes many European countries like Spain or France - the "Worst Offenders" version does not. Also removes companies where more than 20% of the company is owned by a government organisation from a country that is "Not Free" or "Mostly Free".

Screen: Geographic

Screens that exclude stocks listed from a particular country or region.

Australia: Excludes stocks who have a primary listing in Australia
Austria: Excludes stocks who have a primary listing in Austria
Belgium: Excludes stocks who have a primary listing in Belgium
Canada: Excludes stocks who have a primary listing in Canada
Denmark: Excludes stocks who have a primary listing in Denmark
Finland: Excludes stocks who have a primary listing in Finland
France: Excludes stocks who have a primary listing in France
Germany: Excludes stocks who have a primary listing in Germany
Hong Kong: Excludes stocks who have a primary listing in Hong Kong
Ireland: Excludes stocks who have a primary listing in Ireland
Israel: Excludes stocks who have a primary listing in Israel
Italy: Excludes stocks who have a primary listing in Italy
Japan: Excludes stocks who have a primary listing in Japan
Netherlands: Excludes stocks who have a primary listing in Netherlands
New Zealand: Excludes stocks who have a primary listing in New Zealand
Norway: Excludes stocks who have a primary listing in Norway
Portugal: Excludes stocks who have a primary listing in Portugal
Singapore: Excludes stocks who have a primary listing in Singapore
Spain: Excludes stocks who have a primary listing in Spain
Sweden: Excludes stocks who have a primary listing in Sweden
Switzerland: Excludes stocks who have a primary listing in Switzerland
United Kingdom: Excludes stocks who have a primary listing in United Kingdom
United States: Excludes stocks who have a primary listing in United States

Screen: Thematic

Wide-ranging screens, typically excluding entire sectors.

No Australian Banks: Removes Australian banks from the portfolio
Limit Australian Housing Exposure: Remove any property developers, REITs, Australian banks, housing related consumer discretionary
No Australian Iron Ore Stocks: Excludes Australian Iron Ore stocks
No GICS sector Communication Services: Removes companies from the GICS sector: Communication Services
No GICS sector Consumer Discretionary: Removes companies from the GICS sector: Consumer Discretionary
No GICS sector Consumer Staples: Removes companies from the GICS sector: Consumer Staples
No GICS sector Energy: Removes companies from the GICS sector: Energy
No GICS sector Financials: Removes companies from the GICS sector: Financials
No GICS sector Health Care: Removes companies from the GICS sector: Health Care
No GICS sector Industrials: Removes companies from the GICS sector: Industrials
No GICS sector Information Technology: Removes companies from the GICS sector: Information Technology
No GICS sector Materials: Removes companies from the GICS sector: Materials
No GICS sector Real Estate: Removes companies from the GICS sector: Real Estate
No GICS sector Utilities: Removes companies from the GICS sector: Utilities
No GICS Industry Group Transportation: Removes companies from the GICS Industry Group: Transportation

Screen: Asset Class

These are screens that investors can use to avoid entire asset classes.

No Australian Shares: Removes all Australian listed shares from the portfolio
No International Stocks: Removes companies from countries that are not listed on the Australian Stock Exchange
No Government Bonds: Removes all government bonds from the portfolio
Substitute Cash for Bonds: Removes all government bonds from the portfolio and replace with cash
No Foreign Cash: Removes all foreign exchange cash positions from the portfolio

Screen: Custom Screen

Custom screens where you can exclude companies that you define. For example you might need to exclude your employer, or companies that you already own.