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 | |
APIR | AAP0001AU |
ASSET CLASS | GLOBAL EQUITIES |
INVESTMENT STYLE | The Fund predominantly invests in a portfolio of listed global equities which are selected from the MSCI World Index. |
INVESTMENT PROFILE | The Fund aims to significantly exceed the return of the blended index after taking into account management costs over a 7 year period. |
CURRENCY MANAGEMENT | Unhedged |
INCEPTION DATE | 01-11-2002 |
BENCHMARK | MSCI World Index Net Dividends Reinvested $A - unhedged |
FUND SIZE | MSCI World Index Net Dividends Reinvested $A - unhedged |
DISTRIBUTION FREQUENCY | Yearly |
NO. OF HOLDINGS | Around 220 |
FEES | 1.10% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Candriam Sustainable Global Equity Fund
Risk levelMedium to High (SRM 5) Investor suitabilityThe 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. |
RISK LEVEL | Very High |
INVESTOR SUITABILITY | 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. |
Risks
Title | |
Detail |
Key Features
About the FundThe 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:
|
Mandate
How we invest your moneyCandriam'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:
Asset allocation
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. |