Faith-Aligned Investment Criteria

We seek to exclude investments in sectors or companies whose business practices are inconsistent with Christian values. Instead, we prioritise investing in companies that aim to make a positive impact on society while upholding those values. Our investment approach involves a thorough evaluation of both financial performance and ethical standards, ensuring that each investment strives to deliver competitive returns while contributing to a positive social outcome.

Screen for Positives

We believe that we should invest in companies that aim to do good for society. We therefore screen each individual company in our model portfolios for the following 25 different positives.

  • Air Quality

  • Business Ethics

  • Business Resilience

  • Critical Risk Management

  • Customer Privacy

  • Customer Welfare

  • Data Security

  • Employee Wellbeing

  • Energy Management

  • Environmental Risk Mitigation

  • Ethical Labour Practices

  • Ethical Sales Practices

  • Ethical Supply Change Management

  • Fair Competition

  • GHG Emissions

  • Hiring Ethics

  • Low Ecological Impact

  • Materials Efficiency

  • Product Safety

  • Product Sustainability

  • Regulatory Adherence

  • Systemic Risk Mitigation

  • Waste & Hazmat Management

  • Water Conservation

  • Human Rights

Exclusion Policies

We believe as Christians we should honour God through our investments. Thats why we actively avoid certain practices and industries which contradict with biblical values. We have strict thresholds and exclusions around the following areas.

(Please download our exclusion policy to find out more details)