Fund Name SRI Style Product Region Asset Type Launch Date
Scottish Widows Specialist Global Equity Pn Faith Based Pension Global Equity 13/12/10

Objectives

Fund Size: £37.14m

As at: 31/01/24

ISIN: GB00B67FV390, GB00B67J2N83, GB00B3LDF148

Sustainable, Responsible &/or ESG Overview

Primary fund last amended: 04/03/24 12:29

Information received directly from Fund Manager

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  • Fund Filters

  • Sustainable, Responsible &/or ESG Policy:

    As of the 18th November 2022, changes by the underlying fund manager mean this fund now invests in the HSBC UCITS Common Contractual Fund – Islamic Global Equity Index Fund domiciled in Ireland, rather than Luxembourg. There has been no change to the fund aim or investment process.

    Fund Aim

    The investment objective of the Fund is to provide investors with long-term capital growth primarily through direct and indirect investment in a portfolio of equity securities issued by companies from around the world. The Fund will invest wholly into the HSBC Islamic Global Equity Index Fund

    (Source: Fund factsheet, January 2024)

  • Process

  • Resources, Affiliations & Corporate Strategies

  • Literature

    Fund Holdings

    Voting Record

Fund Name DS SRI Style Product Region Asset Type Launch Date
Scottish Widows Specialist Global Equity Pn Faith Based Pension Global Equity

Fund Size: £37.14

Total screened & themed / SRI assets: £

Total Responsible Ownership assets: £

Total assets under management: £

As at: 31/01/24

Sustainable, Responsible &/or ESG Policy:

As of the 18th November 2022, changes by the underlying fund manager mean this fund now invests in the HSBC UCITS Common Contractual Fund – Islamic Global Equity Index Fund domiciled in Ireland, rather than Luxembourg. There has been no change to the fund aim or investment process.

Fund Aim

The investment objective of the Fund is to provide investors with long-term capital growth primarily through direct and indirect investment in a portfolio of equity securities issued by companies from around the world. The Fund will invest wholly into the HSBC Islamic Global Equity Index Fund

(Source: Fund factsheet, January 2024)

Sustainable, Responsible &/or ESG Process:

Resources, Affiliations & Corporate Strategies

Dialshifter

Literature

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