Funds and prices
Overview
The Fund aims to deliver returns broadly in line with the FTSE Developed Index and will increase or decrease exposures to constituents of the index based on their expected contributions towards climate change.
The Fund invests in constituents of the FTSE Developed Index, tilting company exposures based on climate change aspects.
Benefits
The fund provides access to a cost-efficient portfolio of global equity that aims to provide the return of the FTSE Developed index while exhibiting a lower-than-benchmark carbon footprint. The proprietary investment strategy is aligned to forward-looking carbon intensity reduction targets with a focus on companies performing in line with the globally agreed climate change goals (beyond 2°C scenario temperature increase). The seasoned portfolio management team is complemented by the full breadth of ÃÛ¶¹ÊÓÆµ's global resources in sustainable investing, independent risk management, operations and research.
Risks
Features
Maturity |
Open end
|
Minimum investment |
n.a.
|
Reference Index / Benchmark |
FTSE Developed Net Tax (UK Pension) Index
|
ISIN |
GB00BHXMKJ07
|
Bloomberg Ticker |
ÃÛ¶¹ÊÓÆµCACG LN
|
Performance and Prices
Percentage growth
as of 02 April 2024GBP(%) | EUR(%) | |
YTD | ||
1M | ||
3M | 8.59 | 9.88 |
6M | 16.06 | 17.33 |
1Y | 21.74 | 24.87 |
2Y | 20.02 | 17.97 |
3Y | 36.99 | 36.07 |
5Y | ||
ø p.a.5Y | 12.45 | 12.50 |
GBP(%) | EUR(%) | |
Q1 2023 to Q1 2024 | 22.37 | 25.77 |
Q1 2022 to Q1 2023 | -0.90 | -4.70 |
Q1 2021 to Q1 2022 | 14.49 | 15.41 |
Q1 2020 to Q1 2021 | 39.78 | 45.21 |
Q1 2019 to Q1 2020 | - | - |
Structures
Fees
Distributions
Authorisations
Literature
Document type
|
Document Language
|
UK Climate Report |
|
Document type
|
Document Language
|
Demands and Needs |
|
Life Policy |
|
Principles and Practices |
|
Pre-sale Disclosure |
|
Reinsurance Application Form |
|
Non Standard Coverall form |
|
Trustee Investment Bond (application form) |
|