Which are the most exciting ASX-listed ethical ETFs?

Summary

  • Ethical ETFs are exchange-traded funds that include holdings as per a specific sustainability criterion.
  • The selection of investments is as per ethics and does not guarantee performance.
  • Some prominent ASX-listed ethical ETFs include BetaShares Australia 200 ETF, eInvest Better Future Fund, and BetaShares Global Sustainability Leaders ETF.

Ethical ETFs are exchange-traded funds that exclude specific industries or companies from their investment holdings and include companies or industries that meet specific criteria or sustainability targets.

Ethical investing relates to making investment choices that match personal values and seek using investment amounts to influence the way businesses behave.

GOOD READ: Ethical Investment: Key Things to Know for Finding the Right Investment Option

In this article, we would look at some of the most exciting ETFs on ASX.

BetaShares Australia 200 ETF (ASX:A200)

BetaShares Australia 200 ETF (A200) tracks the performance of an index of 200 biggest businesses on the ASX as per the market cap. This ETF is ultra-low-cost and has a management fee of just 0.07% per annum. Another feature of this ETF is that the holder of this ETF would have exposure to the top 200 companies.

Benchmark: Solactive Australia 200 TR AUD

A200 Profile

A200 performance: In the last 12 months, A200 ETF delivered a return of ~24.54%.

INTERESTING READ: Is A200 ETF the gateway to ASX stocks?                          

eInvest Better Future Fund (ASX:IMPQ)

eInvest Better Future Fund provide a return above that provided by the S&P/ASX Small Ordinaries Accumulation Index. This ETF may also hold stocks that are outside the Index, comprising mid-cap stocks. This ETF intends to offer investors attractive levels of capital growth in investments. It also aims to add positively and sustainably to society as well as the atmosphere. IMPQ is suitable for investors aiming to attain long term capital growth.

The fund invests in listed Australian and NZ Small and Mid-Caps stocks. It is actively managed and has a well-diversified portfolio of up to 70 high-quality small-cap stocks. These stocks have a strong balance sheet and provide positive Environmental, Social and Governance results.

Benchmark: S&P/ASX Small Ordinaries TR AUD

IMPQ Profile:

On 13 July 2021, IMPQ provided a distribution of 17.2634 cents.

Asset Allocation:

IMPQ Performance:

In the last year, the ETF delivered a return of ~34%.

INTERESTING READ: Which are the seven best ETFs on ASX for growth?

BetaShares Global Sustainability Leaders ETF - CH (ASX:HETH)

BetaShares Global Sustainability Leaders ETF aims to track an index's performance that comprises a portfolio of large global stocks known as Climate Leaders. These stocks have also passed screens to eliminate businesses with direct or substantial indirect coverage of fossil fuels or involved in activities considered incompatible with accountable investment considerations.

The major portion of this ETF includes stocks from the Information technology sector. Most of the stocks are from the US.

Benchmark: NASDAQ Future Gbl Sustain Lders NR AUD

HETH Profile:

Recently, this ETF provided a distribution of AU$0.7413. It has an annual distribution return of 7.06%.

HETH Performance:

HETH ETF has delivered a return of 27.54% in the last 12 months.  

Intelligent Investor Ethical Share Fund (ASX:INES)

Intelligent Investor Ethical Share Fund invests in a portfolio of undervalued stocks selected based on Environmental, Social, & Governance factors and financial criteria to attain medium to long-term capital growth.

The fund is listed on ASX, and there is no brokerage. The fees are also below other active fund managers, which is just 0.97% and has no performance fee.

Benchmark: S&P/ASX 300 TR

INES Profile

On 05 July 2021, InvestSMART Fund Management Ltd, a responsible entity of INES, confirmed to pay a distribution of AU$0.063033 for the half-year ended 30 June 2021 on or around 14 July 2021.

INES Performance:

In the last year, INES has delivered a growth of ~34%.            

Vaneck Vectors Australian Equal Weight ETF (ASX:MVW)

Vaneck Vectors Australian Equal Weight ETF covers a diversified portfolio of securities listed on the ASX. The fund seeks to offer investment returns before fees.

The MVIS Australia Equal Weight includes a benchmark with blue-chip features by tracking the performance of the biggest & highly liquid stocks registered on ASX throughout all sectors. It includes offshore businesses which yield a minimum of  50% of their revenues or assets from the Australian market. 

Benchmark: MVIS Australia Equal Weight GR AUD

MVW Profile:

MVW Performance:

In the last 12 months, MVW has delivered a return of ~21%.

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