Candriam Sustainable Global Equity Fund

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/100498-2023-10-04-02:20.pdf
FUND MANAGER Candriam Belgium SA
ASX Code
INVESTMENT STYLE The Fund predominantly invests in a portfolio of listed global equities which are selected from the MSCI World Index.

The Fund aims to significantly exceed the return of the blended index after taking into account management costs over a 7 year period.

BENCHMARK MSCI World Index Net Dividends Reinvested $A - unhedged
FUND SIZE MSCI World Index Net Dividends Reinvested $A - unhedged
NO. OF HOLDINGS Around 220
FEES 1.10% p.a.



Benefits of investing in the Candriam Sustainable Global Equity Fund

  • Exposure to best-in-class global sustainable companies: access to international listed companies that individual investors may not be able to invest in directly on their own.
  • Diversification: the potential to diversify an investment portfolio.
  • Experienced team: access to a highly experienced investment management team who specialise in global ESG portfolios.
  • Disciplined risk management: access to Candriam's disciplined risk management process that manages risk relative to anticipated investment returns.
  • Expertise: access to investment expertise and knowledge of Candriam's investment management and ESG professionals, who combine their in-
  • depth fundamental analysis and using the output of proprietary quantitative models, apply their strongest investment convictions with regard to portfolio construction.
  • Regular reporting: direct investors can keep track of their investments through Ausbil's secure client website, www.ausbil.com.au. In addition direct investors will receive regular unitholder statements and an annual tax statement.

Risk level

Medium to High (SRM 5)

Investor suitability

The Fund is designed for investors with at least a five year investment time horizon, who wish to benefit from the long- term capital gains available from global equities investments and who are comfortable with fluctuations in capital value in the short to medium term.


Investors seeking capital growth through an exposure to Australian shares. The Fund is suited to investors with a longer investment timeframe and a higher risk tolerance.



Key Features

About the Fund

The Candriam Sustainable Global Equity Fund is a global core international equity fund benchmarked to the MSCI World Index (Net Dividends Reinvested) $A - unhedged. Candriam Investors Group sustainable management philosophy generates alpha from two distinct sources.

The first source of alpha is derived from a sustainable investment universe. Only those companies that rank best of sector with regard to their social, environmental, employment and ethical economic policies are considered.

The second source of alpha results from detailed quantitative analysis coupled with a risk controlled portfolio construction process. Sector, region and style biases in the portfolio are minimised to ensure stock specific factors drive portfolio performance rather than predetermined investment themes.

The Fund provides an exposure to an actively managed portfolio predominantly made up of listed best-of-sector global sustainable equities.

Candriam's investment rationale combines company level research with top down sectoral analysis to select stocks showing the best Environmental, Social and Governance (ESG) characteristics with the aim of long term sustainable performance.

Some of its key features are:

  • Core investment style
  • Region (North America, Europe, Asia Pacific) and sector neutral exposures relative to benchmark
  • Best in Class ESG/SRI sector approach and negative screens applied to reduce the MSCI World universe to an SRI Universe of stocks
  • A quantitative multi-factor based model is applied to the SRI universe to construct a diversified portfolio of approximately 220 stocks
  • Aims to provide investors with capital growth over the long term.


How we invest your money

Candriam's investment process results in a well-diversified portfolio of best-in-class' listed global equities for the Fund and is structured in three main steps:

  1. Socially Responsible Investing (SRI) universe screen: construction based on Candriam's comprehensive in-house SRI analysis framework;
  2. Quantitative investment approach: identification of potential sources of out-performance and their underlying factors and model development combining the most optimal factors; and
  3. Portfolio construction and model implementation: the specific models' outputs are implemented into the Fund's portfolio in a disciplined risk way.

Asset allocation

  • Global securities: 90%-100%
  • Cash or cash-like securities: 0%-10%

Although the Fund's Constitution permits the use of derivatives and borrowing cash, Candriam does not intend to use derivatives or borrow cash on behalf of the Fund.