Sustainable investing done for you

Our sustainable investing portfolios are made up of companies that have been screened for environmental, social and governance (ESG) factors.

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The share ETFs are certified by the Responsible Investment Association Australasia
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Why Sustainable Investing?

The share ETFs in our Sustainable portfolios avoid:

Fossil fuels

Thermal coal

Oil and gas

Alcohol

Gambling

Military weapons

Tobacco

The share ETFs in the portfolios exclude companies with direct or significant exposure to the list above. The exclusionary screens are subject to revenue and production thresholds by the ETF providers and underlying index methodology. Learn more about each ETF’s index methodology here: FAIR, ETHI, ESGI.

The share ETFs in our Sustainable portfolios prioritise:

Climate change

Renewable energy

Gender diversity

Board independence

Fair labour and working conditions

Alignment with the United Nations Sustainable Development Goals

The share ETFs in our Sustainable portfolios avoid:

Fossil fuels

Thermal coal

Oil and gas

Alcohol

Gambling

Military weapons

Tobacco

The share ETFs in the portfolios exclude companies with direct or significant exposure to the list above. The exclusionary screens are subject to revenue and production thresholds by the ETF providers and underlying index methodology. Learn more about each ETF’s index methodology here: FAIR, ETHI, ESGI.

The share ETFs in our Sustainable portfolios prioritise:

Climate change

Renewable energy

Gender diversity

Board independence

Fair labour and working conditions

Alignment with the United Nations Sustainable Development Goals

App With Advisers

Smart technology. Friendly expert advice.

Enjoy using our custom-built dashboard and having access to human advice to answer any questions.

Automated

Stockspot builds and manages your sharemarket portfolio for you, so you can get on with enjoying life and not having to worry about picking the right sustainable stocks.

Personalised

Enjoy a customised portfolio that is tailored to your circumstances, taking into account your risk appetite and financial goals.

Experienced

Stockspot experts are always available to help you along your sustainable investing journey. They're only an email, phone call, or live chat away.

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Our Sustainable Portfolios

The strategies below provide different mixes of growth and defensive assets, depending on your financial goals and risk appetite.

Sustainable Amethyst

conservative

Sustainable Sapphire

Moderately conservative

Sustainable Turquoise

Balanced

Sustainable Emerald

Growth

Sustainable Topaz

aggressive growth

Learn more about our Portfolios

Frequently asked questions

How much money do I need to start investing?

The minimum to start is just $1,000.

What is sustainable investing?

Sustainable investing aims to achieve long-term wealth creation by investing in companies that demonstrate positive environmental and social impact. It involves investing in a broad range of companies that have been screened based on environmental, social and governance (ESG) factors to create a more sustainable future.

How do you know which sustainable portfolio is right for me?

Our custom-built questionnaire analyses your preferences, goals, and personal circumstances.

From there, our smart algorithms recommend a personalised investment strategy that's best suited to your unique circumstances.

What fees do sustainable ETFs charge?

All ETFs traded on the ASX charge a management fee. This is an indirect cost deducted directly from the daily ETF price. The ETFs used in the Stockspot Sustainable Portfolios charge between 0.10% to 0.59% per year. This is lower than most 'active' ethical funds but higher than the index ETFs used in the core Stockspot Portfolios.

What shares are included in Stockspot's Sustainable Portfolios?

Stockspot uses exchange traded funds (ETFs) that trade on the ASX in a similar way to shares. We use ETFs because they're an easy, low-cost way to achieve a diversified portfolio. For more about what an ETF is, see here.

The Stockspot Sustainable Portfolios include the following ETFs:

  • BetaShares Australian Sustainability Leaders ETF (FAIR)
  • Vaneck Vectors MSCI International Sustainable Equity ETF (ESGI)
  • BetaShares Global Sustainability Leaders ETF (ETHI)
  • iShares Core Composite Bond ETF (IAF)
  • Global X Physical Gold ETF (GOLD)

For more information about how we selected these ETFs, see our screening process here.

How do the Stockspot Sustainable Portfolios differ from the Stockspot Model Portfolios?

Returns from the Stockspot Sustainable Portfolios will differ to the Stockspot Model Portfolios due to differences in country and sector allocations.

The Stockspot Sustainable Portfolios have a higher allocation to the USA and Europe, with a greater focus on the healthcare sector, but fewer emerging market shares and energy sector exposure.

The ETFs used in the Stockspot Sustainable Portfolios have higher ETF fees but similar expected long-term returns and risk. For more about performance details, see here.

If you have more questions about Stockspot Sustainable Portfolios, read our Sustainable Portfolios FAQs blog here.

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