Policies & Reporting

Our policies

Stewardship

Challenging the companies we invest in to make positive changes in their business practices is at the heart of how we manage investments to create sustainable benefits in the long term for our customers, the economy, the environment and society. By doing this, we aim to protect and maximise customers’ investments in the long term.

Read our Stewardship Policy (PDF, 1MB)

Exclusions

We won’t invest in companies that fail to meet our strict standards and we’re selling our investments in the worst offenders in areas like coal production, controversial weapons manufacturing or tobacco manufacturing or distribution.

Read our Exclusions Policy (PDF, 715KB)

Read our case for tobacco divestment (PDF, 742KB)

Voting guidelines

Our Voting Guidelines have been developed in line with our beliefs on ESG factors to demonstrate best practice under the distinct themes and enhanced to be more progressive in certain critical areas.

Read our voting principles and guidelines (PDF, 212KB)

Reporting

Toddler in gardening planting with Dad

Annual Responsible Investment & Stewardship Report

We share the progress we made in 2024 and our commitment to delivering better outcomes for customers and society.

Read the 2024 summary report (PDF, 4MB)

Read the 2024 report (PDF, 9MB)

Read the 2023 report (PDF, 10MB)

Read the 2022 report (PDF, 8MB)

Read the 2021 report (PDF, 5MB)