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.

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TYPE STRUCTUREUCITS CCF (Ireland)
DOMICILEIreland
LAUNCH DATEFebruary 19, 2021
MANAGEMENT COMPANYOsmosis Investment Management
DISTRIBUTOR SWITZERLANDOpenFunds Investment Services AG (Switzerland)
AUDITOREY
CUSTODIANNorthern Trust (Ireland)
GEOGRAPHYGlobal
SECTORESG
SHARE CLASSESInstitutional
CURRENCYUSD
SUBSCRIPTIONSDaily
LIQUIDITYDaily
PERFORMANCE FEE0%
FUND SIZEUSD 251.85 m
MANAGER TRACK RECORDSince 2009
ISINIE00BMH22M87
BLOOMBERG CODEOSAUSAU