Fund updates

We are making changes to this fund on 30 July 2021. The changes are detailed in the following letter that was sent to Shareholders.

   

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Overview

Key Facts

Key Documents

Historic Prices

Fund Risks

Sustainability Related Disclosures

Environmental or social characteristics of the fund

The fund aims to provide a higher total return (the combination of capital growth and income) than that of the European equity market over any five-year period while applying ESG Criteria and Sustainability Criteria.

How the fund meets its environmental and social characteristics

The fund applies ESG Integration. ESG integration is the systematic inclusion of ESG factors in investment analysis and investment decisions.

The fund is categorised as Planet+ / Sustainable.

  • Planet+: in addition to applying ESG integration, the fund has a minimum set of norms-based, values-based and sector-based exclusions. 
  • Sustainable: the fund applies a Best-in-Class approach through selecting companies with strong ESG credentials.

The fund invests in securities that meet the ESG Criteria and Sustainability Criteria.

The benchmark of the fund is the MSCI Europe Net Return Index. It is a comparator against which the fund’s performance can be measured. The benchmark is not an ESG benchmark and is not consistent with the ESG Criteria and Sustainability Criteria.

Additional information

Further information on the ESG methodology, including data sources, screening criteria and the relevant sustainability indicators of the fund can be found in the ESG Criteria and Sustainability Criteria.

A description of ESG and responsible investment terms used is available in the fund’s Prospectus.

Fund Facts

Documents