MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide capital growth in excess of the MSCI All Countries World (Net Total Return) index (after fees have been deducted) over a 3 to 5 year period by investing in equities of companies worldwide. The fund is actively managed and invests at least 80% of its assets in equity and equity-related securities of companies worldwide that the investment manager believes are sustainable investments and which also focus on a range of equity factors (also commonly known as investment styles). Companies will be simultaneously assessed on all equity factors using a fully integrated systematic, bottom-up investment approach. Sustainability will be assessed using a quantitative framework against which certain sustainable risk factors are assessed such as the strength of environmental practices, climate change impact, responsible employment practices, and sensitivity towards the communities in which the companies operate. Low sustainability scores will not necessarily result in a company being excluded from the evaluation process but rather contribute to the overall evaluation of that company. Other relevant equity factors may include the following:• Low volatility – involves evaluating indicators such as share price movement and historical performance to determine those securities that the investment manager believes will experience smaller price movements than the global equity markets on average.• Momentum – involves evaluating trends in stocks, sectors or countries within the relevant equity market.• Quality – involves evaluating indicators such as a company’s profitability, stability and financial strength.• Value – involves evaluating indicators such as cash flows, dividends and earnings to identify securities that the investment manager believes have been undervalued by the market.• Small cap – involves investing in small-sized companies being companies that, at the time of purchase, are considered to be in the bottom 30% by market capitalisation of the global equity market and exhibit attractive characteristics based on the styles described above. The fund may also invest directly or indirectly in other securities (including in other asset classes), countries, regions, industries or currencies, collective investment schemes (including Schroder funds), warrants and money market instruments, and hold cash. The fund may use derivatives with the aim of reducing risk or managing the fund more efficiently.

Fund Managers

Advanced Beta Investment Team