Important fund notice
Effective 16 April 2024, Crispin Royle-Davies was added as portfolio manager to the strategy, joining Benjamin Kerl, Scott Sedlak and Jagdeep Ghuman. This update did not impact the overall investment strategy.
Fund description
The Fund 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.
The Fund is reporting as an Article 9 fund under the Sustainable Finance Disclosure Regulation (SFDR).
The Fund is actively managed and is not managed in reference to a benchmark. Investors invest in shares of the Fund. The Fund is suitable for long-term investors that are prepared to accept a moderate to high level of volatility. Please see the Key Investor Information Document(s) for more information.
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
