I am pleased to announce the release of our September 2023 Quarterly Report for our Funds. The ELMRI ANZ Conviction Fund decreased by -2.8% and the ELM Responsible Investments Global Fund decreased by -4.6% during the quarter, both underperforming their benchmarks.

In August, most equity markets were lower due to mixed macroeconomic news and higher interest rates in the US. The ELMRI ANZ Conviction Fund decreased by -2.0%, and the Global Fund increased by 0.2%.

During July, the ELMRI ANZ Conviction Fund increased by 4.2% and the Global Fund by 2.2%. Both funds performed well in absolute and relative terms compared to their respective Benchmarks.

Tesla is the most significant position in our Global Fund, and by focusing on their R&D capability, culture, and future products, we think the valuation stacks up. Learn about the 10 Key Value Drivers we have identified, which are the most important variables for the long-term valuation of the company.

In a groundbreaking move, the Commonwealth Bank has unveiled a series of initiatives aimed at aligning its financial practices with the objectives of the Paris Agreement and achieving net-zero emissions by 2050. Read our analysis of how they will achieve these goals.

ESG investing, driven by good environmental, social, and governance principles, has garnered both praise and criticism in recent times. Amidst the noise surrounding this approach, it is essential for the responsible finance community to step up and address the world's pressing challenges.

Learn more about the different types of Ethical Investing, to help you be more informed with your investment decisions.

I am pleased to announce the release of our June 2023 Quarterly Report for our Funds. The ELMRI ANZ Conviction Fund increased by 4.1% and the ELM Responsible Investments Global Fund increased by 13.9% during the quarter, both out-performing their benchmarks.

ELMRI ANZ Conviction Fund and Global Fund's May 2023 Monthly Reports include portfolio performance, investment market trends, sustainability and responsible investment insights and how our portfolio companies are making a positive impact on society and the environment.

ELMRI Global Fund's April 2023 Monthly Report includes portfolio performance, investment market trends, sustainability and responsible investment insights and how our portfolio companies are making a positive impact on society and the environment.

Learn how we are investing to decarbonise aviation industry, the impact it delivers and why it is important to do so. This page discusses our investment in Joby Aviation and Lilium.

ELMRI ANZ Conviction Fund's April 2023 Monthly Report includes portfolio performance, investment market trends, sustainability and responsible investment insights and how our portfolio companies are making a positive impact on society and the environment.

ELMRI Global Fund's March 2023 Quarterly Report includes portfolio performance, investment market trends, sustainability and responsible investment insights and how our portfolio companies are making a positive impact on society and the environment.

ELMRI ANZ Conviction Fund's March 2023 Quarterly Report includes portfolio performance, investment market trends, sustainability and responsible investment insights and how our portfolio companies are making a positive impact on society and the environment.

Learn how the Safeguard Mechanism works in Australia, the findings from the IPCC Report and how our portfolios are addressing the problem.

ELMRI Global Fund's February 2023 Monthly Report includes portfolio performance, investment market trends, sustainability and responsible investment insights and how our portfolio companies are making a positive impact on society and the environment.

Video of Jai Mirchandani from ELM Responsible Investments discussing sustainable and ethical investing, current market conditions and our impactful, sustainable growth strategy.

Article by Carlo Ambesi from Reach Markets on ELM Responsible Investments, views on ethical and sustainable investing and current market conditions.

Learn about the objectives of ELM Responsible Investments, and why it was founded.