Investing in Positive Change
The Global Impact Fund is an actively managed equity fund designed to invest in companies whose business models contribute to solving the world’s most pressing environmental and social challenges.
Investments involve risk.
Fund Strategy and ESG Focus
Our management team identifies companies that are at the forefront of the green transition and social progress. We focus on sectors such as renewable energy, sustainable agriculture, health technology, and education.
- Impact First: We prioritize companies where a positive real-world impact is a core driver of long-term financial performance.
- Strict Exclusion: We actively exclude companies involved in fossil fuel extraction, controversial weapons, and human rights violations.
- Active Engagement: As owners, we use our voting rights to influence companies toward more sustainable practices.
A Balanced Portfolio for the Future
The Global Impact Fund provides broad exposure to global equity markets while ensuring your capital is aligned with your values. By investing in innovators, we aim to deliver competitive returns driven by the secular trends of sustainability and equality.
Management Perspective
Our fund managers believe that companies providing solutions to global crises will be the winners of the next decade. Environmental and social responsibility is not just a moral choice; it is a fundamental pillar of modern risk management and value creation.
Risk and Performance Disclosure
As with all equity funds, the Global Impact Fund is subject to market volatility. Past performance is no guarantee of future returns, and you may not get back the entire amount you have invested. Review the fund’s prospectuses and KIID for detailed risk information.
