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 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. This Fund has been classified as an Article 8 product under the framework of the EU Sustainable Finance Disclosure Regulation. 

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INVESTMENT MANAGER Osmosis Investment Management
FUND Osmosis Resource Efficient European Equities Fund
TYPE STRUCTURE Open Ended UCITS (Ireland)
DOMICILE Ireland
LAUNCH DATE January 29, 2021
DISTRIBUTOR SWITZERLAND OpenFunds Investment Services AG (Switzerland)
AUDITOR EY
CUSTODIAN Northern Trust (Ireland)
GEOGRAPHY Europe
STRATEGY ESG
SHARE CLASSES Institutional
CURRENCY EUR
SUBSCRIPTIONS Daily
MINIMUM SUBSCRIPTION Multiple share classes with different inv. minima
LIQUIDITY Daily
PERFORMANCE FEE 0%
FUND SIZE EUR 67.77
MANAGER TRACK RECORD Since 2009
ISIN IE00B88C5R53
BLOOMBERG CODE PGOMWFC

Alex Stephen Osmosis IM - ESG Awareness Roundtable on Sustainable Investing (2022)

Osmosis ESG AWARENESS 2022 ZURICH

Question on the importance of ESG components Alex Stephen Osmosis IM