Overview

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Sustainability Related Disclosures

Environmental or social characteristics of the fund

The fund has two aims:

  • Financial objective: to provide a higher total return (capital growth plus income) than that of the global equity market over any five-year period; and
  • Sustainable objective: to invest in companies that contribute towards the Paris Agreement climate change goal.

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 World Net Return Index. It is a comparator against which the fund’s performance can be measured.

The fund will typically have a weighted average carbon intensity of less than half that of the benchmark.

The benchmark is used to define a Low Carbon Intensity company. The investment manager considers the fund’s weighted average carbon intensity against the benchmark when constructing the portfolio, but the benchmark does not otherwise constrain the fund's portfolio construction.

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