For wholesale investors in Australia

Global Sustainable Equity Active ETF (Managed Fund)

By focusing on companies that have a positive impact on the environment and society, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

Ticker
FUTR

NAV Per Unit (interim)
$29.1086
As of 15/10/2021

NAV Per Unit (final)
$28.9552
As of 14/10/2021

iNAV
$29.0769
As of 15/10/2021 16:11:47pm AEDT

Overview

DEFINING CHARACTERISTICS OF OUR STRATEGY

  • Established strategy built on a 30-year history of sustainable investing and innovative thought leadership
  • High-conviction portfolio with companies selected for their compounding growth potential and positive impact on the environment and society
  • Commitment to provide clients with high standards of engagement, transparency and measurement

DEFINING CHARACTERISTICS OF OUR STRATEGY

INVESTMENT OBJECTIVE

The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods.

The Fund invests at least 80% of its assets in shares (also known as equities) of companies, of any size, in any industry, in any country. The Fund will invest in companies whose products and services are considered by the investment manager as contributing to positive environmental or social change and thereby have an impact on the development of a sustainable global economy. The Fund will avoid investing in companies that the investment manager considers to potentially have a negative impact on the development of a sustainable global economy.

The companies in which the Fund will invest will typically be strategically aligned with trends such as climate change, resource constraints, growing populations, and ageing populations. The Fund avoids investing in fossil fuels and companies that stand to be disrupted by the transition to a low-carbon economy.

ABOUT THIS FUND

We believe there is a strong link between sustainable development, innovation and long-term compounding growth.

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Our investment framework seeks to invest in companies that have a positive impact on the environment and society, while at the same time helping us stay on the right side of disruption.

We believe this approach will provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.

The guiding principle of our investment philosophy evolves around: Is the world a better place because of this company?”

Hamish Chamberlayne, CFA
Head of Global Sustainable Equity | Portfolio Manager

Investment Considerations

Global Sustainable Equity Fund Venn Diagram

Companies are analysed and selected using a triple bottom line framework, considering how companies generate profits and their impact on people and the planet.

Read Less

KEY DOCUMENTS

Investment
Principles
GSE-Investment_Investment_principles_660x440
Annual sustainability
report
GSE-Annual-sustainability-report_660x440
Quarterly impact
report
GSE-Quarterly-impact-report_660x440

Key Information

NAV Per Unit (interim) $29.1086 As of 15/10/2021
NAV Per Unit (final) $28.9552 As of 14/10/2021
iNAV Loading
Exchange ASX
ASX code FUTR
ARSN 651 993 118
Underlying fund inception date 1 Sep 2021
Investment Manager Henderson Global Investors Limited
Portfolio Manager Aaron Scully, CFA
Hamish Chamberlayne, CFA
Management costs 0.80% p.a.
Performance fee Nil
Distribution frequency Semi-annually (if any)
Distribution Reinvestment Plan (DRP) Full participation available
ETF Assets Under Management (AUM) $0.3 million as at 30 September 2021

PORTFOLIO MANAGEMENT

Aaron Scully, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2001.

Hamish Chamberlayne, CFA

Head of Global Sustainable Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2007.

Documents