This is Lonsec's highest score, and it augments the research consultant's Highly Recommended rating of the ECP Growth Companies Fund.
The Sustainability Score is a recent initiative by Lonsec and it measures how much investment portfolios are addressing environmental and social challenges. Lonsec calculates the positive contributions based on 17 UN-designated Sustainable Development Goals, and offsets any negative industry exposures. The Sustainability Score is not the same as a traditional Lonsec fund rating.
ECP Asset Management (ECP) ranks in the top 10% of all Lonsec-rated Australian equity funds.
The ECP Growth Companies Fund is an active long-only, ‘benchmark unaware’, Australian equities product that aims to invest in 25-30 high-quality growth businesses that are believed to have the ability to generate predictable, above-average economic returns.
The Fund aims to outperform the S&P/ASX 300 Accumulation Index by 2-4% pa before fees, over five years.
As further evidence of ECP's credentials in ESG, RIAA has named ECP a Responsible Investment Leader, ranking in the top 20% of 272 investment managers surveyed for: commitment to ESG, risk management, stewardship and capital allocation.
The ECP Growth Companies Fund is distributed exclusively in Australia by Copia and is represented on major platforms, such as BTPanorama, Hub24, Macquarie, Netwealth, North, Praemium and PowerWrap.
Copia Investment Partners Ltd (AFSL 229316, ABN 22 092 872 056) (Copia). The partner fund managers are representatives of Copia. This document is for general information purposes only and does not take into account the specific investment objectives, financial situation or particular needs of any specific reader. Any opinions or recommendations contained in this document are subject to change without notice and Copia is under no obligation to update or keep any information in this document current.