ESG - European Equities

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Fund Portrait

The Osmosis Resource Efficient European Equities Fund seeks superior risk-adjusted returns by targeting maximum resource efficiency exposure relative to the MSCI Europe. The portfolio has tight risk controls whereby the country and GICS sector exposures are capped to +/-1% to the benchmark whilst non-complementary style factors are also controlled. Financials are included on a completion basis and are given exposures which best complement the common factors that Resource Efficiency naturally exhibits. The Fund excludes tobacco and any companies that breach the UN Global Compact’s social and governance safeguards. The resulting portfolio demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.

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TYPE STRUCTUREOpen Ended UCITS (Ireland)
DOMICILEIreland
LAUNCH DATEJanuary 29, 2021
MANAGEMENT COMPANYOsmosis Investment Management
DISTRIBUTOR SWITZERLANDOpenFunds Investment Services AG (Switzerland)
AUDITOREY
CUSTODIANNorthern Trust (Ireland)
GEOGRAPHYEurope
SECTORESG
SHARE CLASSESInstitutional
CURRENCYEUR
SUBSCRIPTIONSDaily
LIQUIDITYDaily
PERFORMANCE FEE0%
FUND SIZEEUR 66.73
MANAGER TRACK RECORDSince 2009
ISINIE00B88C5R53
BLOOMBERG CODEPGOMWFC