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.