Sustainable, Responsible &/or ESG Policy:

Objectives and investment policy

The investment objective of the fund is to achieve capital appreciation over  a period of five years or more by investing worldwide in equities.

The fund will invest in a broadly diversified range of global companies.

The fund will invest a minimum of 60% in an actively managed equity portfolio. The remainder of the fund will follow a passive approach designed to achieve returns that are similar to the MSCI All Country World Index.

The fund will integrate material environmental, social and governance factors within the investment process. The fund will be tilted towards companies aligned with the transition to a low carbon economy through their reduction in carbon emissions, transition risks and increasing green revenues. The fund is expected to have a carbon footprint which will remain below that of the MSCI All Country World Index.

The fund is also permitted to invest in other types of transferable securities, units and/or shares in collective investment schemes, money market instruments and deposits. The fund is permitted to invest in derivatives and forward transactions for the purposes of efficient portfolio management (including hedging).

The majority of the fund is actively managed using quantitative strategies that systematically identify and exploit potential investment opportunities.

The remainder of the fund follows a passive approach designed to achieve returns that are similar to the MSCI All Country World Index. Criteria for company selection will integrate ESG factors, including those that align with the transition to a low carbon economy.

(Source: KIID, as at January 2025)

 

 

SDR Labelling:

Unlabelled - promotes sustainable characteristics (Has CFD)

SDR Literature:

• Consumer Facing Disclosure