Managed Investment Funds Product Disclosure Statement - A range of funds that allows you to create an investment portfolio that suits your individual needs
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We obtain our list of SRI funds from the Social Investment Forum's (SIF) reports published in 1997, 1999, 2001, 2003, and 2005. 3 Each report contains comprehensive information about SRI in the US for both the publication year and the preceding one. In particular, the reports contain a list of SRI mutual funds compiled by SIF. To construct this list SIF employs a direct survey methodology and gathers information from third parties. A fund is included in the SIF list if it utilizes one or more social or environmental criteria as part of a formal investment policy. 4 To be included in...
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