Equity ESG funds
Mirova Global Sustainable Equity Fund (Available for Cash/SRS)
The Fund seeks to outperform the MSCI World Net Dividends Reinvested Index through investments in companies whose businesses include activities related to sustainable investment themes over the recommended minimum investment period of 5 years.
Links to Fund Rationale, Prospectus, PHS
Mirova is an affiliate of Natixis Investment Managers.
Schroder ISF Global Sustainable Growth Equity Fund (Available for Cash/SRS/CPF)
The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide which demonstrate positive sustainability characteristics, such as managing the business for the long-term, recognising its responsibilities to its customers, employees and suppliers, and respecting the environment.
Links to Fund Rationale, Prospectus, PHS
Schroder ISF Global Climate Change Fund (Available for Cash/SRS)
The Fund aims to provide capital growth by investing in equity and equity-related securities of companies worldwide which the investment manager believes will benefit from efforts to accommodate or limit the impact of global climate change.
Links to Fund Rationale, Prospectus, PHS
Templeton Shariah Global Equity Fund (Available for Cash/SRS/CPF)
The Fund seeks long-term capital growth by investing primarily in Shariah-compliant equity securities globally. As Shariah investment principles effectively exclude non-ethical businesses, the Fund can also be seen as an ESG fund with a strict negative screening process.
Links to Fund Rationale, Prospectus, PHS
Fixed Income ESG Funds
JPM Global Bond Opportunities Sustainable Fund (Available for Cash/SRS)
The Fund aims to achieve a return in excess of the benchmark by investing opportunistically in debt securities positively positioned towards debt securities issued by companies and countries that demonstrate effective governance and superior management of environmental and social issues (sustainable characteristics).
Links to Fund Rationale, Prospectus, PHS
PIMCO GIS Climate Bond Fund (Available for Cash/SRS)
The Fund aims to maximise total returns while fostering the transition to a net-zero carbon economy by investing in a diversified portfolio of bonds, including green bonds, issued by companies demonstrating climate change leadership across the value chain.
Links to Fund Rationale, Prospectus, PHS
UOB United Sustainable Credit Income Fund (Available for Cash/SRS)
The Fund aims to provide capital growth by investing in a multi-sector portfolio of fixed income instruments issued by companies worldwide that contribute positively to the UN Sustainable Development Goals (“UN SDGs”).
Links to Fund Rationale, Prospectus, PHS