ESG - Global Equities
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.
|INVESTMENT MANAGER||Osmosis Investment Management|
|LINKEDIN COMPANY PAGE||Osmosis Investment Management|
|FUND||Osmosis Resource Efficient Core Equity (ex-fossil fuels) Fund|
|TYPE STRUCTURE||UCITS CCF (Ireland)|
|LAUNCH DATE||February 19, 2021|
|DISTRIBUTOR SWITZERLAND||OpenFunds Investment Services AG (Switzerland)|
|CUSTODIAN||Northern Trust (Ireland)|
|MINIMUM SUBSCRIPTION||Multiple share classes with different inv. minima|
|FUND SIZE||USD 239.1 m|
|MANAGER TRACK RECORD||Since 2009|