Standard Life Sustainable Index North American Equity Pn

SRI Style:

Sustainability Tilt

SDR Labelling:

Product:

Pension

Fund Region:

USA

Fund Asset Type:

Equity

Launch Date:

28/01/2022

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£15420.40m

(as at: 31/03/2025)

Primary fund last amended:

Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

The SL Sustainable Index North America Equity Pension Fund invests primarily in the PUTM ACS Sustainable Index North American Equity Fund. The aim of the PUTM ACS Sustainable Index North American Equity Fund is summarised below.

The fund aims to provide a total return (a combination of capital growth and income), delivering an overall return in line with the FTSE North America Phoenix Climate Aligned Index (the “Index”), before management fees and expenses.

The fund aims to achieve its investment objectives, including the sustainability objective, by investing at least 90% of the portfolio in US and Canadian equities and equity related securities of companies that are constituents of the Index in approximate proportion to their weightings in the Index. The fund may also invest in other transferable securities, money-market instruments, deposits, cash and near cash and other collective investment schemes. Derivatives will be used for efficient portfolio management only.

(Source: SL factsheet, as at March 2025)

Literature

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Fund Name	SRI Style	SDR Labelling	Product	Region	Asset Type	Launch Date
Standard Life Sustainable Index North American Equity Pn	Sustainability Tilt	-	Pension	USA	Equity	28/01/2022
					Fund/Portfolio Size: £15420.40m (as at: 31/03/2025)
Information received directly from Fund Manager
Please select what you would like to read: Sustainable, Responsible &/or ESG Policy: The SL Sustainable Index North America Equity Pension Fund invests primarily in the PUTM ACS Sustainable Index North American Equity Fund. The aim of the PUTM ACS Sustainable Index North American Equity Fund is summarised below. The fund aims to provide a total return (a combination of capital growth and income), delivering an overall return in line with the FTSE North America Phoenix Climate Aligned Index (the “Index”), before management fees and expenses. The fund aims to achieve its investment objectives, including the sustainability objective, by investing at least 90% of the portfolio in US and Canadian equities and equity related securities of companies that are constituents of the Index in approximate proportion to their weightings in the Index. The fund may also invest in other transferable securities, money-market instruments, deposits, cash and near cash and other collective investment schemes. Derivatives will be used for efficient portfolio management only. (Source: SL factsheet, as at March 2025) Literature Fund factsheet Standard Life website