Fund Portrait

The Osmosis Resource Efficient Core Equity Fund is Osmosis’s Flagship Fund, targeting superior risk adjusted returns while simultaneously delivering a significant reduction in Energy, Water and Waste intensity relative to the MSCI World Index. This is achieved through overweighting resource efficient companies and underweighting resource inefficient companies, while neutralising traditional style factors, sector and regional exposures.
The Fund targets annualised outperformance of 70bps against the MSCI World Index with tracking error of 70bps. The Fund has been designed as a low cost, liquid, sustainable, replacement strategy for investors’ core or passive global equity allocation.

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