The fund aims to achieve long-term capital appreciation by investing in global equities of companies with revenues from products and services that contribute to the United Nations Sustainable Development Goals (SDG) as part of the Agenda 2030.
Fund Exposure
The fund is exposed to a portfolio of companies where the average share of SDG-related revenues is 30%. It avoids firms on the exclusion list, industry laggards, and firms with weak ESG credentials. The fund is actively managed without replicating any benchmark and has a sector breakdown with a significant allocation to the USA, United Kingdom, and France, with a focus on industries like Industrials and Information Technology.
Risks
The fund's risk and reward profile range from lower to higher risk categories, with typically lower to higher rewards. The classification is based on historical data and may change over time, not guaranteeing future risk profiles.