Product Name |
Acadian Wholesale Sustainable Global Equity |
Issuer |
Acadian Asset Management |
Category |
Investment |
Type |
Fund or Trust |
Target |
Retail, Wholesale, Institutional |
Certified Since |
2020 |
Asset Classes |
International equities |
Markets |
Australia |
Investment Approaches |
ESG Integration, Negative Screening |
It Includes: |
|
It has some level of screening for: |
|
It fully excludes: |
|
Broker | Responsible Returns |
URL | https://www.responsiblereturns.com.au/investment-options/acadian-wholesale-sustainable-global-equity/profile |
Overview
The Acadian Wholesale Sustainable Global Equity Fund aims to maximise risk-adjusted, long term active returns from a diversified portfolio of global securities while actively incorporating a range of Environmental, Social and Governance (ESG) investment criteria and reducing exposure to carbon intensive companies relative to the benchmark. The fund aims to outperform the MSCI World (ex Australia) Index over rolling four year periods before fees and taxes. Using a systematic investment approach, Acadian incorporates a range of ESG criteria to select stocks. This includes having no exposure to stocks that derive any revenue from the production or manufacturing of tobacco and controversial weapons; or more than 10% of revenue from the production or manufacture of products or services in alcohol, gambling and adult entertainment; derive more than 20% of revenue from thermal coal and tar sands oil; and stocks involved in notable ESG controversies such as human rights abuses or corrupt business practices. Acadian will target a reduction in carbon intensity of the portfolio relative to the MSCI World ex Australia index of at least 20%. The fund will also have a positive (at least 10% above the index using third party ratings) exposure to companies providing environmental solutions such as clean technologies and renewable energy. The fund does not hedge currency risk.
Description