A dynamically managed global equity strategy that blends active management with passive pricing. Responsible investment is at the heart of the strategy combining Environment, Social and Governance (ESG) scoring with strong stewardship credentials.

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Global Sustainable Equity Fund Q&A

Lorenzo La Posta and Jade Coysh provide an overview of our Global Sustainable Equity Fund.
 Developed in strategic partnership with Robeco, a world class ESG quantitative investment specialist, the Momentum GF Global Sustainable Equity Fund (the Fund) is positioned to outperform the MSCI World Index (the benchmark) over a rolling 3-year period.
The Fund provides the benefits of active management while maintaining a competitive passive-like cost, with an ongoing charges figure (OCF) of 0.54%*
Seeking to deliver stable long-term outperformance against its benchmark index, the Fund’s multi-factor approach offers diversification and balanced style exposure to ESG, value, growth and quality. 

*As at 29 September 2023

Momentum GF Global Suitable Fund
Momentum GF Global Suitable Fund
Momentum GF Global Sustainable Equity Fund

ESG integration

The Momentum GF Global Sustainable Equity Fund seeks to achieve an improved environmental footprint and a better sustainability profile compared to the benchmark via: 
  • Higher allocations than the benchmark to stocks with attractive ESG characteristics
  • Achieve a at least 20% lower  environmental footprint relative to the MSCI World index across the following metrics:
Momentum GF Global Sustainable Fund

 

  • Sector exclusions:
                           

Platform availability

              

ESG refers to three factors which are central to a class of investing also known as “sustainable investing.” This approach to investing incorporates a detailed assessment of a business’s governance practices as well as its long-term impact on society and the environment.