AB Sustainable Climate Solutions Portfolio Fund (AllianceBernstein)
SRI Style:
Environmental Style
SDR Labelling:
Not eligible to use label
Product:
SICAV/Offshore
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
30/11/2021
Last Amended:
Dialshifter (
):
Fund Size:
£1.50m
(as at: 30/11/2024)
ISIN:
LU2399897995
Sustainable, Responsible
&/or ESG Overview:
Awaiting update from fund manager (March 2024)
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Investment objective
The Portfolio seeks to increase the value of your investment over time through capital growth through sustainable investments.
Investment policy
Under normal market conditions, the Portfolio typically invests at least 80% of its assets in equity securities of issuers that the Investment Manager believes sell and/ or offer climate solutions. Climate solutions are products or services that seek to address environmental challenges relating to climate change such as clean energy, transportation, recycling, resource efficiency and water. These companies may be of any market capitalisation and from any country, including emerging market countries.
The Investment Manager invests in securities that it believes are positively exposed to sustainable climate solutions derived from the UN Sustainable Development Goals (UN SDGs).
The Investment Manager emphasises positive selection criteria, in particular by analysing the exposure to environmental, social and governance (ESG) factors of each security or issuer, over broad-based negative screens in assessing an issuer's exposure to such ESG factors.
For China-A Shares, the Portfolio may invest in all markets on which these shares are traded, such as China Connect Scheme markets. The Portfolio may also invest in equities of Chinese companies traded in Hong Kong or other offshore markets. The Portfolio may also invest in China through the QFI Scheme.
The Portfolio may be exposed to any currency.
The Portfolio uses derivatives for hedging (reducing risks), efficient portfolio management and for investment purposes.
Responsible Investing
The Portfolio is classified as Article 9 under SFDR. For more information, please refer to SFDR Pre-Contractual Disclosures in the prospectus.
United Kingdom: The Fund is classed as an offshore fund and is not subject to UK sustainable investment labelling and disclosure requirements.
Benchmark
MSCI All Country World Index (ACWI) used for performance comparison.
The Portfolio is actively managed and the Investment Manager is not constrained by its benchmark. Please see the Fund's prospectus for more information.
(Source: KID, as at January 2025)
SDR Labelling:
Not eligible to use label
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
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|---|---|---|---|---|---|---|---|---|
AB Sustainable Climate Solutions Portfolio Fund (AllianceBernstein) |
Environmental Style | Not eligible to use label | SICAV/Offshore | Global | Equity | 30/11/2021 | ||
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Fund Size: £1.50m (as at: 30/11/2024) ISIN: LU2399897995 |
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Sustainable, Responsible &/or ESG OverviewAwaiting update from fund manager (March 2024) |
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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 The Portfolio seeks to increase the value of your investment over time through capital growth through sustainable investments.
Under normal market conditions, the Portfolio typically invests at least 80% of its assets in equity securities of issuers that the Investment Manager believes sell and/ or offer climate solutions. Climate solutions are products or services that seek to address environmental challenges relating to climate change such as clean energy, transportation, recycling, resource efficiency and water. These companies may be of any market capitalisation and from any country, including emerging market countries. The Investment Manager invests in securities that it believes are positively exposed to sustainable climate solutions derived from the UN Sustainable Development Goals (UN SDGs). The Investment Manager emphasises positive selection criteria, in particular by analysing the exposure to environmental, social and governance (ESG) factors of each security or issuer, over broad-based negative screens in assessing an issuer's exposure to such ESG factors. For China-A Shares, the Portfolio may invest in all markets on which these shares are traded, such as China Connect Scheme markets. The Portfolio may also invest in equities of Chinese companies traded in Hong Kong or other offshore markets. The Portfolio may also invest in China through the QFI Scheme. The Portfolio may be exposed to any currency. The Portfolio uses derivatives for hedging (reducing risks), efficient portfolio management and for investment purposes.
The Portfolio is classified as Article 9 under SFDR. For more information, please refer to SFDR Pre-Contractual Disclosures in the prospectus. United Kingdom: The Fund is classed as an offshore fund and is not subject to UK sustainable investment labelling and disclosure requirements.
Benchmark MSCI All Country World Index (ACWI) used for performance comparison. The Portfolio is actively managed and the Investment Manager is not constrained by its benchmark. Please see the Fund's prospectus for more information. (Source: KID, as at January 2025)
SDR Labelling:Not eligible to use label |
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