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Sustainably and ethically focused
A tax-effective investment choice that targets good and avoids harm
The Evergreen Responsible Growth Model has been created to provide advisers and investors with the opportunity to invest in a long-term portfolio, designed to do more than just provide competitive investment outcomes.
Combined with the tax advantages an investment bond can offer and the corporate strength of Generation Life, this can be a valuable solution for long-term investors who care about their money being invested wisely, as well as doing good for themselves and future generations.
About: Evergreen Responsible Growth Model
Flyer: Evergreen Responsible Growth Model
About the ERIG Index
PDS
ERGM Holdings
What sets this investment bond apart from peers?
Meet both investment and sustainability objectives
  • A tax-effective investment choice that targets good and avoids harm
  • Leave a legacy that builds wealth and a sustainable future in more ways than one
Best-in-class investment managers
  • Get access to best-in-class investment managers via a multi manager model portfolio
  • The only Responsible Investment multi-manager model portfolio available via Generation Life
Tax optimised investment bond
  • The pinnacle of tax aware investing, maximising your after-tax performance
  • The only tax optimised Responsible Investment option available via Generation Life
  • Gain flexibility, control and access at any time via an investment bond
Estate planning
Be in control of transferring wealth
Non-Estate Asset
Can be structured to pass directly to beneficiaries
Complete Control & Certainty
Be in control of transferring wealth
Transferability / Portability
Automatic transfer of ownership to nominated beneficiaries
Rule from the Grave
Control and manage access by future generations
Tax Free Benefits
Tax paid investment in the hands of future beneficiaries
Impact and Sustainability Reports
A sustainability report is a document produced by organizations and companies to communicate their social, environmental, and economic impacts, as well as their efforts towards sustainable practices and responsible business operations. It is also known as a corporate social responsibility (CSR) report, environmental, social, and governance (ESG) report, or triple bottom line report
The primary purpose of a sustainability report is to provide stakeholders, including you as investors with transparent and comprehensive information about the organization's sustainability performance. The report typically includes data, metrics, and narratives that highlight the organization's contributions and challenges in areas such as environmental performance, social initiatives, economic initiatives, economic performance and governance practices.
Publishing a sustainability report demonstrates an organization's commitment to sustainability, accountability, and transparency, important to investors such as Evergreen who value responsible and ethical business practices.
Detailed below is a list of our underlying fund managers sustainability reporting resources available for your viewing.

Underlying Managers

Contact Us
Angela
Angela Ashton
Director
[email protected]
(02) 9098 8631

Evergreen Consultants

Evergreen Consultants is an independent investment consultant that works with Australia’s best financial advisers and others to provide a range of bespoke investment solutions. Founded in 2016 by industry veterans, Evergreen is now recognised as one of the pre-eminent providers of investment consulting services in Australia.
Evergreen is a specialist in end to end investment consulting: fund and security selection, sustainability and ESG analysis, asset allocation, portfolio construction and reporting and analytics services.
With a team of experienced investment professionals with over 170 years of relevant experience, well defined investment processes and robust proprietary analytical systems, Evergreen is well positioned to provide best in class sustainable investment solutions using a multi-manager approach.