Investment involves risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
Strategy
Investment Objective
The Fund's investment objective is to have a positive impact on the environment and society by investing primarily in sustainable investments, where the companies' current or future business activities are expected to generate a positive impact whilst at the same time seeking to increase the value of its shares, over the long term, through growth in the value of its investment.
Investment Approach
- An investment in a dual mandate strategy that simultaneously seeks long-term growth in the value of its investment and to have a positive impact on the environment and society.
- Strategy is aligned to the UN Sustained Development Goals (UNSDGs), a globally recognized framework designed to end poverty, protect the planet, and ensure prosperity
- Pursuing positive impact drives every investment decision, which we assess across 2 pillars:
- Climate and resource impact, and
- Social equity and Quality of life
- Strategy applies a high conviction, impact-oriented approach designed to create a diversified portfolio to balance risk and opportunity
Past performance is not a reliable indicator of future performance.
Risks
There is a risk investors may lose some or all of their initial investment. Higher risk investments tend to fluctuate in the short term but can produce higher returns than lower risk investments over the long term.
The following risks are materially relevant. See “Risks of managed investment schemes” section in the Product Disclosure Statement (PDS) for more information:
Typical Investor
The Fund may be suitable for investors seeking the potential for moderate capital appreciation over time, as well as making an environmental or social impact alongside a financial return, greater diversification for their equity investments and can accept the volatility associated with investing in equities as well as the special risks that accompany global investing.