INVESTMENT OBJECTIVE

The Global Sustainable Equity Fund aims to achieve capital growth.The Fund invests at least 80% of its net assets in equities of companies worldwide, 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 potentially considers to have a negative impact on the development of a sustainable global economy.

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The Fund may invest in companies of any size, including smaller capitalisation companies.

 

On an ancillary basis and for defensive purposes, the Fund may also invest in money market instruments and cash.

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The value of an investment and the income from it can fall as well as rise as a result of taxation arrangements or market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is for promotional purposes and does not qualify as an investment recommendation.

ABOUT THIS FUND

  • Invests globally in companies strategically aligned with environmental and social megatrends: climate change, resource constraints, growing populations, and ageing populations
  • Avoids investing in fossil fuels and companies that stand to be disrupted by the transition to a low-carbon economy
  • Experienced team of global equity investors employing a long-term approach and disciplined fundamental analysis
Past performance is not a guide to future performance.