MoneyAM Fund Centre

Quick Stats

Fund Objective

The investment objective is to establish value and performance over the long term by investing in sustainable companies that are considered by the appointed investment managers to rank highly on Environmental, Social and Corporate Governance (ESG) measures. The fund seeks to maximise the investment returns of the portfolio over the long term permitting diversification in the asset classes. It is anticipated that investment returns will be generated mostly in the form of capital gains, but with some income. The portfolio will generally maintain a greater than 50% exposure to equities. Exposure may also be gained through fixed income securities/bonds, cash and cash instruments and other assets classes as deemed appropriate in market conditions. This exposure may be obtained either directly or through collective investment vehicles. The investment manager may seek over certain periods, while particular market conditions prevail, to invest with a heavy bias towards any single asset class or type, reflecting their perspective of the investment cycle and their view of the optimal pay-off between risk and return. This may include holding substantial amounts of the fund in cash from time to time in periods when the investment manager considers that other asset classes may be over-valued.