abrdn SICAV I - Emerging Markets Smaller Companies Fund
SRI Style:
Limited Exclusions
SDR Labelling:
Not eligible to use label
Product:
SICAV/Offshore
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
26/03/2007
Last Amended:
Dialshifter (
):
Fund Size:
£146.69m
(as at: 30/11/2024)
Total Screened Themed SRI Assets:
£29131.00m
(as at: 30/06/2022)
Total Responsible Ownership Assets:
£29131.00m
(as at: 30/06/2022)
Total Assets Under Management:
£508407.00m
(as at: 30/06/2022)
ISIN:
LU0837974368, LU0837974871, LU0837974525, LU0886779940, LU0278937759, LU0278932362, LU0278915607
Sustainable, Responsible
&/or ESG Overview:
No response when requested update from manager (August 2024)
Primary fund last amended:
Information directly from fund manager.
Fund Filters
Governance & Management
Exclude companies that are subject to United Nations sanctions. See eg https://main.un.org/securitycouncil/en/content/un-sc-consolidated-list
Labels & Accreditations
Finds funds classified under Article 8 of the EU’s SFDR (Sustainable Finance Disclosure Requirements). Article 8 of the SFDR is a set of requirements that apply to financial products that 'promote' environmental or social characteristics with high governance also. These rules do not currently apply to UK funds so many managers may leave this field blank.
Fund Management Company Information
About The Business
The leadership team of this asset manager have performance targets linked to environmental goals.
Collaborations & Affiliations
A member of the Taskforce for Nature Related Financial Disclosures group which aims to aid risk management and shift money towards nature-positive outcomes.
Climate & Net Zero Transition
Fund manager AGM / EGM voting strategy has processes in place that mean they will normally be expected to vote in a way that will encourage the transition to net zero greenhouse gas emissions.
This asset management company has set a date by which they plan to achieve net zero greenhouse gas / CO2e emissions.
This asset management company plans to achieve net zero greenhouse gas (CO2e) emissions with the help of a scheme that will lock away an amount of carbon that is equivalent to the company’s own emissions – so that the end result is ‘net zero’. Calculations and scope vary.
Transparency
This asset management company has published a plan that explains how they are to become a sustainable business - without significant negative environmental or social impacts.
This asset management company has published a plan that explains how they will align to the climate change commitments made at the Paris Climate Talks, COP21.
This asset management company has published a plan that explains how they are going to achieve net zero greenhouse gas / CO2e emissions.
Find fund management companies that have supplied Dialshifter information. See Dialshifter tab within record for more information.
Sustainable, Responsible &/or ESG Policy:
Objective
The Fund aims to achieve a combination of growth and income by investing in smaller capitalisation companies in Emerging Market countries, which adhere to the abrdn Emerging Markets Smaller Companies Promoting ESG Equity Investment Approach (the “Investment Approach”).
The Fund aims to outperform the MSCI Emerging Markets Small Cap Index (USD) benchmark before charges.
Portfolio Securities
- The Fund invests at least 70% in smaller capitalisation equities and equity related securities of companies listed, incorporated or domiciled in Emerging Market countries or having significant operations and/or exposure to Emerging Market countries.
- The Fund may invest up to 20% of its net assets directly or indirectly in Mainland China securities, including through QFI regime, Shanghai-Hong Kong Stock Connect or Shenzhen Hong Kong Stock Connect programme or by any other available means.
- For the purpose of this Fund, smaller capitalisation companies are defined as companies with a market capitalisation, as at the date of investment, of under US$5 billion.
- All equity and equity-related securities will follow the Investment Approach.
- This approach utilises abrdn's equity investment process, which enables portfolio managers to qualitatively identify and avoid ESG laggards. To complement this research, the abrdn ESG House Score is used to quantitatively identify and exclude those companies exposed to the highest ESG risks. Additionally, abrdn apply a set of company exclusions which are related to the UN Global Compact, Controversial Weapons, Tobacco Manufacturing and Thermal Coal. More detail on this overall process is captured within the Investment Approach, which is published at www.abrdn.com under “Fund Centre”.
- Financial derivative instruments, money-market instruments and cash may not adhere to this approach.
Management Process
- The Fund is actively managed.
- Through the application of the Investment Approach, the Fund commits to having a minimum of 10% in Sustainable Investments. Furthermore, the Fund targets a meaningfully lower carbon intensity than the benchmark.
- This fund is subject to Article 8 of the Sustainable Finance Disclosure Regulation (“SFDR”).
(Source: KIID, as at January 2025)
Dialshifter
Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by…
abrdn strongly supports the objectives of the Paris Agreement. We are committed to playing a constructive role in the decarbonisation of the global economy and serving the long-term interests of our clients. We have developed a business-wide approach to support the goals of the Paris Agreement based on five principles:
- Public policy advocacy
- Rigorous climate scenario analysis
- Responsible stewardship
- abrdn net zero real estate commitment
- Reporting: tracking carbon and climate solutions
Further information on these principles and our approach to Paris alignment is available here: https://www.abrdn.com/docs?editionId=407977f9-165c-4edf-a894-13d005e4ac3f
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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|---|---|---|---|---|---|---|---|---|
abrdn SICAV I - Emerging Markets Smaller Companies Fund |
Limited Exclusions | Not eligible to use label | SICAV/Offshore | Global | Equity | 26/03/2007 | ||
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Fund Size: £146.69m (as at: 30/11/2024) Total Screened Themed SRI Assets: £29131.00m (as at: 30/06/2022) Total Responsible Ownership Assets: £29131.00m (as at: 30/06/2022) Total Assets Under Management: £508407.00m (as at: 30/06/2022) ISIN: LU0837974368, LU0837974871, LU0837974525, LU0886779940, LU0278937759, LU0278932362, LU0278915607 |
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Sustainable, Responsible &/or ESG OverviewNo response when requested update from manager (August 2024) |
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Information received directly from Fund Manager |
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Please select what you would like to read:
Fund FiltersGovernance & Management
UN sanctions exclusion
Exclude companies that are subject to United Nations sanctions. See eg https://main.un.org/securitycouncil/en/content/un-sc-consolidated-list Labels & Accreditations
SFDR Article 8 fund / product (EU)
Finds funds classified under Article 8 of the EU’s SFDR (Sustainable Finance Disclosure Requirements). Article 8 of the SFDR is a set of requirements that apply to financial products that 'promote' environmental or social characteristics with high governance also. These rules do not currently apply to UK funds so many managers may leave this field blank. Fund Management Company InformationAbout The Business
Senior management KPIs include environmental goals (AFM company wide)
The leadership team of this asset manager have performance targets linked to environmental goals. Collaborations & Affiliations
TNFD forum member (AFM company wide)
A member of the Taskforce for Nature Related Financial Disclosures group which aims to aid risk management and shift money towards nature-positive outcomes. Climate & Net Zero Transition
Voting policy includes net zero targets (AFM company wide)
Fund manager AGM / EGM voting strategy has processes in place that mean they will normally be expected to vote in a way that will encourage the transition to net zero greenhouse gas emissions.
Net Zero - have set a Net Zero target date (AFM company wide)
This asset management company has set a date by which they plan to achieve net zero greenhouse gas / CO2e emissions.
Carbon offsetting - offset carbon as part of our net zero plan (AFM company wide)
This asset management company plans to achieve net zero greenhouse gas (CO2e) emissions with the help of a scheme that will lock away an amount of carbon that is equivalent to the company’s own emissions – so that the end result is ‘net zero’. Calculations and scope vary. Transparency
Sustainability transition plan publicly available (AFM company wide)
This asset management company has published a plan that explains how they are to become a sustainable business - without significant negative environmental or social impacts.
Paris Alignment plan publicly available (AFM company wide)
This asset management company has published a plan that explains how they will align to the climate change commitments made at the Paris Climate Talks, COP21.
Net Zero transition plan publicly available (AFM company wide)
This asset management company has published a plan that explains how they are going to achieve net zero greenhouse gas / CO2e emissions.
Dialshifter statement
Find fund management companies that have supplied Dialshifter information. See Dialshifter tab within record for more information. Sustainable, Responsible &/or ESG Policy:Objective The Fund aims to achieve a combination of growth and income by investing in smaller capitalisation companies in Emerging Market countries, which adhere to the abrdn Emerging Markets Smaller Companies Promoting ESG Equity Investment Approach (the “Investment Approach”). The Fund aims to outperform the MSCI Emerging Markets Small Cap Index (USD) benchmark before charges.
Management Process
(Source: KIID, as at January 2025)
Dialshifter (Fund)Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by… abrdn strongly supports the objectives of the Paris Agreement. We are committed to playing a constructive role in the decarbonisation of the global economy and serving the long-term interests of our clients. We have developed a business-wide approach to support the goals of the Paris Agreement based on five principles:
Further information on these principles and our approach to Paris alignment is available here: https://www.abrdn.com/docs?editionId=407977f9-165c-4edf-a894-13d005e4ac3f
SDR Labelling:Not eligible to use label |
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