ESG - Global Equities

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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.

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INVESTMENT MANAGER Osmosis Investment Management
FUND Osmosis Resource Efficient Core Equity Fund
TYPE STRUCTURE SICAV UCITS V (Ireland)
DOMICILE Ireland
LAUNCH DATE May 24, 2017
DISTRIBUTOR SWITZERLAND OpenFunds Investment Services AG (Switzerland)
AUDITOR KPMG
CUSTODIAN Northern Trust (Ireland)
REGULATOR Financial Conduct Authority (FCA)
GEOGRAPHY Global
STRATEGY ESG
EXPOSURE Equities
SHARE CLASSES Institutional, Accumulating
CURRENCY USD
INITIAL CHARGES 0%
SUBSCRIPTIONS Daily
MINIMUM SUBSCRIPTION Multiple share classes with different inv. minima
LIQUIDITY Daily
MANAGEMENT FEE Institutional 0.22% p.a.
PERFORMANCE FEE 0%
FUND SIZE USD 676.9 m
MANAGER TRACK RECORD Since 2009
FUND STATUS Open
ISIN IE00BF0D3F98
BLOOMBERG CODE OMWSBAU

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