ESG - Global Equities

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Fund Portrait

The Osmosis Resource Efficient Core Equity (ex-fossil fuels) Fund seeks superior risk-adjusted returns by targeting maximum resource efficiency exposure while maintaining a tight tracking error to the MSCI World. The portfolio takes advantage of the inefficiencies of market cap weighted strategies by closely replicating the factor exposures of the underlying benchmark with the active exposure being delivered through the Osmosis Resource Efficiency Factor. Excludes companies that generate more than 5% of their revenues from fossil fuels or nuclear power generation, companies with any revenues from nuclear and controversial weapons and civilian firearms, tobacco companies and companies in breach of any of the UN Global Compact Principles. 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 Core Equity (ex-fossil fuels) Fund
TYPE STRUCTURE UCITS CCF (Ireland)
DOMICILE Ireland
LAUNCH DATE February 19, 2021
DISTRIBUTOR SWITZERLAND OpenFunds Investment Services AG (Switzerland)
AUDITOR EY
CUSTODIAN Northern Trust (Ireland)
GEOGRAPHY Global
STRATEGY ESG
SHARE CLASSES Institutional
CURRENCY USD
SUBSCRIPTIONS Daily
MINIMUM SUBSCRIPTION Multiple share classes with different inv. minima
LIQUIDITY Daily
PERFORMANCE FEE 0%
FUND SIZE USD 239.1 m
MANAGER TRACK RECORD Since 2009
ISIN IE00BMH22M87
BLOOMBERG CODE OSAUSAU

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