ESG Policy

Morningstar Investment Management Australia Limited (“MIM Australia”) is part of Morningstar Investment Management (“MIM”), a global multi asset business that is committed to delivering great performance outcomes for investors by taking a long-term and value-oriented investment approach. As we consider the future from a long-term perspective, it is clear that environmental, social and governance (ESG) issues are playing an increasingly important role in the behavior of consumers, regulators and investors. This, in turn, has an impact on asset prices, prospective returns and risk. It is essential that we, as value-oriented investors, consider ESG issues when making long-term investment decisions. It is intended that this policy will be reviewed and updated biennially to reflect relevant changes as markets and regulations evolve.