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.