Curate Global Sustainable Equity Fund M USD Acc header image

Curate Global Sustainable Equity Fund M USD Acc

Fund

ISIN LU2000525878 / Valor null

NAV (2025-02-06)
USD 141.47+0.26%

Curate Global Sustainable Equity Fund M USD Acc
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General Objective

The Fund aims to deliver returns comparable with the MSCI World Index over a rolling 3-year period. It is actively managed using a quantitative investment strategy and seeks to enhance the returns of the Benchmark by modifying the holdings and weights of the Benchmark for additional return. The Fund also aims for an improved environmental footprint and a better sustainability profile compared to the Benchmark by integrating ESG factors.

Fund Exposure

The Fund systematically adopts an integrated ESG investment approach, which includes the analysis of all material factors in investment analysis and decisions, including ESG factors. 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 does not hold securities issued by companies with core business activities in tobacco, controversial weapons, firearms, military contracting, or coal.

Risks

This Fund may not be appropriate for investors who plan to withdraw their money within seven years of the date of investment. Additionally, investors should be aware of the risks associated with actively managed funds and the potential impact of ESG factors on investment performance.

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Source

https://www.curateinvestments.com/sa/our-funds/curate-global-sustainable-equity-fund

Tags:
esg msci world quantitative

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OTHER SHARE CLASSES OF THIS FUND

Curate Global Sustainable Equity Fund A USD Acc
Curate Global Sustainable Equity Fund A USD Acc Curate Global Sustainable Equity Fund A USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.26%USD 173.49
Curate Global Sustainable Equity Fund R USD Acc
Curate Global Sustainable Equity Fund R USD Acc Curate Global Sustainable Equity Fund R USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.26%USD 139.18
Curate Global Sustainable Equity Fund H GBP Acc
Curate Global Sustainable Equity Fund H GBP Acc Curate Global Sustainable Equity Fund H GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.09%GBP 143.11
Curate Global Sustainable Equity Fund R GBP Acc
Curate Global Sustainable Equity Fund R GBP Acc Curate Global Sustainable Equity Fund R GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.09%GBP 153.12
Curate Global Sustainable Equity Fund B USD Acc
Curate Global Sustainable Equity Fund B USD Acc Curate Global Sustainable Equity Fund B USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.26%USD 126.64
Curate Global Sustainable Equity Fund I USD Acc
Curate Global Sustainable Equity Fund I USD Acc Curate Global Sustainable Equity Fund I USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.26%USD 206.77
Curate GF Global Sustainable Equity Fund H USD Acc
Curate GF Global Sustainable Equity Fund H USD Acc Curate GF Global Sustainable Equity Fund H USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.26%USD 133.27