Storebrand Global Plus Fund
SRI Style:
ESG Plus
SDR Labelling:
Not eligible to use label (out of scope)
Product:
SICAV/Overseas
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
18/04/2019
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£183.52m
(as at: 30/11/2025)
ISIN:
LU1932671149, LU1932672030
Sustainable, Responsible
&/or ESG Overview:
No response when requested information from fund manager
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Investment Objective & Policy
The Sub-Fund’s objective is to provide its Shareholders with long-term capital growth, through a model based portfolio of equities in global mature economies (developed markets). The Sub-Fund is fossil free and has additional ESG criteria and sustainability focus. The Sub-Fund is actively managed and will seek to reproduce the risk and return profile of the Benchmark, as closely as possible, given its ESGand sustainability properties.
The Sub-Fund seeks to invest in companies that have a high sustain ability rating, and refrain from investing in companies with a low rating. The rating is based on an ESG risk rating supplied by a leading independent global provider. This rating is combined with an in-house analysis that ranks companies according to how sustainable their services and products are, and to what extent they operate in line with the UN’s sustainability goals.
The Sub-Fund seeks to invest in companies with a low carbon footprint. The Sub-Fund also refrains from investing in certain sectors, e.g. companies whose main business is the production and/or distribution of fossil fuels. Derivatives may be used to ensure less expensive or more efficient management. Instead, the Sub-Fund may invest more than the Sub-Fund’s Benchmark in companies related to clean energy, energy efficiency, recycling and low-carbon transport. For further information, see section 3 of the Sub-Fund particular 2 of the prospectus of the Company.
(Source: KIID, as at December 2025)
SDR Labelling:
Not eligible to use label (out of scope)
Literature
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
Storebrand Global Plus Fund |
ESG Plus | Not eligible to use label (out of scope) | SICAV/Overseas | Global | Equity | 18/04/2019 | ||
|
Fund/Portfolio Size: £183.52m (as at: 30/11/2025) ISIN: LU1932671149, LU1932672030 |
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Sustainable, Responsible &/or ESG OverviewNo response when requested information from fund manager |
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Information received directly from Fund Manager |
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Please select what you would like to read:
Sustainable, Responsible &/or ESG Policy:Investment Objective & Policy The Sub-Fund’s objective is to provide its Shareholders with long-term capital growth, through a model based portfolio of equities in global mature economies (developed markets). The Sub-Fund is fossil free and has additional ESG criteria and sustainability focus. The Sub-Fund is actively managed and will seek to reproduce the risk and return profile of the Benchmark, as closely as possible, given its ESGand sustainability properties. The Sub-Fund seeks to invest in companies that have a high sustain ability rating, and refrain from investing in companies with a low rating. The rating is based on an ESG risk rating supplied by a leading independent global provider. This rating is combined with an in-house analysis that ranks companies according to how sustainable their services and products are, and to what extent they operate in line with the UN’s sustainability goals. The Sub-Fund seeks to invest in companies with a low carbon footprint. The Sub-Fund also refrains from investing in certain sectors, e.g. companies whose main business is the production and/or distribution of fossil fuels. Derivatives may be used to ensure less expensive or more efficient management. Instead, the Sub-Fund may invest more than the Sub-Fund’s Benchmark in companies related to clean energy, energy efficiency, recycling and low-carbon transport. For further information, see section 3 of the Sub-Fund particular 2 of the prospectus of the Company. (Source: KIID, as at December 2025) SDR Labelling:Not eligible to use label (out of scope) Literature |
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