Mirabaud - Sustainable Global Dividend N USD Acc
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General Objective
The fund is a concentrated global equity strategy that seeks out leading companies with strong cashflows that deliver sustainable yield and dividend growth. The focus on sustainability and strong management allows companies to capitalize on their opportunity set, with themes driving success in low-growth cycles.
Fund Exposure
The fund is primarily exposed to global equity, with a sector breakdown that includes communication services, consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, utilities, and cash and other. The fund's region exposure includes North America, Europe ex UK, United Kingdom, Japan, Asia/Pacific ex Japan, Latin America, and Middle East/Africa.
Risks
The fund carries a risk indicator of 4, with a focus on managing risk to target stronger risk-adjusted returns compared to the benchmark and the Global Equity Income sector. The fund also follows a three-step process for sustainability, including the exclusion of companies in controversial sectors, positive screening for top ESG scores, and in-depth analysis of material ESG issues for all companies.