The strategy aims to provide long-term capital appreciation and current income by investing in real estate companies that have either achieved carbon neutrality, or have a target to or track record of reducing greenhouse gas emissions in a manner that is aligned with the Paris Agreement.
In the EU the strategy is reporting as Article 9 under the Sustainable Finance Disclosure Regulation (SFDR).
Strategy highlights
- Total return potential: portfolio constructed to highlight high conviction stock ideas while preserving diverse exposure to factors such as duration, sectors, leverage and currency
- Championing carbon reduction: proprietary, rigorous approach creates a universe of real estate companies that exclusively meet our carbon reduction criteria and our “do no significant harm” threshold. The selected companies have a track record or a target to reduce carbon emissions at a pace consistent with prevailing scientific and political goals
- Deep understanding of companies: well-resourced team uses an active, bottom-up approach to take advantage of short-term mispricings and position for longer-term structural trends
At-a-glance
| Provides access to |
ESG global real estate |
| Investable universe |
Companies that demonstrate carbon reduction criteria and ESG ratings thresholds within:
|
| Benchmark |
FTSE EPRA Nareit Developed Index |
| Permitted investments |
Real estate companies that satisfy at least one of the following requirements:
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