Curate Global Sustainable Equity Fund B USD Acc
ISIN LU2000525100 / Valor null
Curate Global Sustainable Equity Fund B USD Acc
UMushroom community rating:
General Objective
The Fund aims to deliver returns comparable with the MSCI World Index over a rolling 3-year period through an actively managed quantitative investment strategy that integrates ESG factors for an improved environmental footprint and sustainability profile.
Fund Exposure
The Fund is exposed to a diversified portfolio of global equities, with a focus on companies that demonstrate strong ESG practices. It aims to maintain an environmental footprint at least 20% lower than the Benchmark and a combined ESG score at least 20% higher relative to the Benchmark. The Fund promotes certain minimum environmental and social safeguards through exclusion criteria.
Risks
Investors should be aware that this Fund may not be appropriate for those planning to withdraw their money within seven years of the date of investment. Additionally, as with any investment, there are inherent risks associated with market fluctuations and the performance of the underlying securities in the portfolio.
Source
https://www.curateinvestments.com/sa/our-funds/curate-global-sustainable-equity-fund
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
