Global Equity Impact Fund A Acc Unhedged EUR

Retail ISIN: LU1697922752

Price (EUR)
10.3764
Daily change
Down -0.02 (-0.19%)
 
 
Change date
14/06/2019

Introduction

The Fund aims to generate growth over the long term by investing in equities which aim to create positive measurable environmental and/or social impacts. It will invest primarily in equities of corporations listed on recognised stock exchanges. The impact criteria may change from time to time and may include areas such as sustainable energy, recycling practices, health and social care, sanitation, education and employment, agriculture, housing and financial inclusion. The investment team will maintain a diverse asset mix at impact, country, sector and stock level, with the regional, country and sector weightings within the portfolio a by-product of the underlying stock exposure. Their primary focus is on stock selection to try to take advantage of opportunities they have identified. Due to the concentrated nature of the fund investors must be willing to accept a relatively high degree of stock specific risk.The impact criteria applicable to the Fund are set out in an Impact Policy which is available from the Management Company and may be amended from time to time as considered necessary. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of overseas assets held in the fund may rise and fall as a result of exchange rate fluctuations.

Risk and Reward Profile

Lower Risk

Typically lower rewards

Higher Risk

Typically higher rewards

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This indicator reflects the volatility of the fund's share price over the last five years, which in turn reflects the volatility of the underlying assets in which the fund invests. Historical data may not be a reliable indication for the future. Further information can be found in this fund's Key Investor Information Document.

Fund management

Dominic Byrne

Dominic Byrne

Dominic joined Standard Life Investments in 2000 as an Investment Analyst, gaining the CFA Charter in 2004. Dominic was appointed Investment Director in 2004, taking on responsibility for managing the UK equity element of our Distribution Strategy. In December 2008, he joined the Global Equity Team. Dominic joined Aberdeen Standard Investments as a result of the merger between Aberdeen Asset Management and Standard Life in August 2017. He has 17 years’ experience at both a firm and industry level.

Sarah Norris

Sarah Norris

Sarah joined Standard Life Investments in 2011 and as an Investment Director within the European Equity Team, provides research coverage of the Software & Computer Services, Healthcare, Forestry & Paper, Industrial Metals and General Financials sectors, contributing investment ideas to the wider team and participating in peer review discussions. More recently Sarah is jointly responsible for the management of the Global Equity Impact Strategy. Sarah has an MA (Hons) in International Relations and MLitt Post Graduate studies, both from the University of St Andrews.

Performance

Fund performance (on a bid to bid basis)

Powered by data from FE

Fund performance & returns (figures updated on a quarterly basis)

(on a bid to bid basis)
Fund performance
Sector performance
 1 month*6 months*1 year*3 years*5 years*
Fund performance
Sector performance

Past performance is not a guarantee of future returns. The value of investments may go down as well as up and you may receive back less than you invested. Your capital and income is not guaranteed.

* Values to -

** n/a indicates that fund performance information is not available for this period due to the date the fund was launched.

"FTSE" is a trademark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited ("FTSE") under licence. All rights in the FTSE indices vest in FTSE. FTSE does not sponsor, endorse, or promote this or any other financial product.

In depth

Investment objective

The Fund aims to generate growth over the long term by investing in equities which aim to create positive measurable environmental and/or social impacts. It will invest primarily in equities of corporations listed on recognised stock exchanges. The impact criteria may change from time to time and may include areas such as sustainable energy, recycling practices, health and social care, sanitation, education and employment, agriculture, housing and financial inclusion. The investment team will maintain a diverse asset mix at impact, country, sector and stock level, with the regional, country and sector weightings within the portfolio a by-product of the underlying stock exposure. Their primary focus is on stock selection to try to take advantage of opportunities they have identified. Due to the concentrated nature of the fund investors must be willing to accept a relatively high degree of stock specific risk.The impact criteria applicable to the Fund are set out in an Impact Policy which is available from the Management Company and may be amended from time to time as considered necessary. Past performance is not a guide to future returns and future returns are not guaranteed. The price of assets and the income from them may go down as well as up and cannot be guaranteed; an investor may receive back less than their original investment. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income at low risk. Usage of derivatives is monitored to ensure that the fund is not exposed to excessive or unintended risks. The value of overseas assets held in the fund may rise and fall as a result of exchange rate fluctuations.

Key information

ManagersDominic Byrne , Sarah Norris
Launch date18 Oct 2017
Fund currencyUSD
BenchmarkTo outperform MSCI AC World Index over 5 years and deliver measurable positive social and environmental impact.
Codes
ISIN:
LU1697922752
Bloomberg:
SLGEAEA LX
Citicode:
O8LG
Charges (%)
Annual management charge:
1.400
Risk and Reward4
Min value of holdings
Min holding:
$500
Min initial investment:
$1,000

Performance

Fund performance (on a bid to bid basis)

Powered by data from FE

Fund performance & returns (figures updated on a quarterly basis)

(on a bid to bid basis)
Fund performance
Sector performance
 1 month*6 months*1 year*3 years*5 years*
Fund performance
Sector performance

Past performance is not a guarantee of future returns. The value of investments may go down as well as up and you may receive back less than you invested. Your capital and income is not guaranteed.

* Values to -

** n/a indicates that fund performance information is not available for this period due to the date the fund was launched.

"FTSE" is a trademark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited ("FTSE") under licence. All rights in the FTSE indices vest in FTSE. FTSE does not sponsor, endorse, or promote this or any other financial product.

Fund price detailsDownload
DatePrice

The value of an investment can fall as well as rise and is not guaranteed - you may get back less than you put in. Past performance is not a guide to future performance.

These historic unit prices are provided by FE, and are for information purposes only. Standard Life Investments is not responsible for the accuracy or completeness of information supplied by FE.

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