FTGF Martin Currie Improving Society Fund P1 GBP Acc H
Fund
ISIN IE000BDVR1N7 / Valor 12686635
NAV (2025-04-17)
GBP 101.83+0.38%
FTGF Martin Currie Improving Society Fund P1 GBP Acc H
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General Objective
The fund aims to deliver long-term capital growth while contributing to the narrowing of the equality gap and fairness of social opportunity by investing in companies that support social inclusion, wellbeing, and a sustainable economy.
Fund Exposure
The fund is exposed to a concentrated, long-only, long-term portfolio of "Sustainable Investments" as defined under the EU Sustainable Finance Disclosure Regulation. It focuses on companies that contribute to social opportunity, wellbeing, inclusion, and a just transition towards a sustainable economy. The fund's exposure includes sectors such as healthcare, industrials, consumer discretionary, and information technology, with a geographic allocation primarily in the United States and the United Kingdom.
Risks
Investors should be aware that the fund does not offer any capital guarantee or protection, and there is a risk of not getting back the full amount invested. Other risks include concentration risk due to fewer investments, exposure to emerging markets with higher volatility, currency risk from exchange rate fluctuations, operational risks, limitations on investment opportunities due to ESG policies, challenges in selling shares of smaller companies, and the integration of sustainability risks in investment decisions.