MARKETS & INVESTING
Incorporating sustainability considerations into equity investment decisions can be approached through various methodologies , each with its own advantages and challenges . By integrating them all , in a measured , holistic and risk-managed way , one can achieve substantial results and benefit through better long-term risk-adjusted returns . After all , sustainability is just another dimension of quality .
The green and the good Since launching over three years ago , the Momentum GF Global Sustainable Equity Fund has built a strong track record in sustainable investing :
Source : Momentum Global Investment Management , Bloomberg Finance L . P . Data to 22 August 2023 .
Key attributes
A dynamic and actively managed global equity strategy available at a low , passive like cost level , featuring an ongoing charges figure ( OCF ) of 0.54 %*.
* as at 31 August 2023
Positioned to outperform the MSCI World Index over a rolling three-year period , while maintaining at least a 20 % improvement on sustainability metrics .
Strategic partnership with globally acclaimed ESG leader , Robeco .
Exposure to rewarded , complementary styles as value , quality and growth to capture long-term outperformance benefits whilst significantly reducing overall risk .
Balancing the scales of sustainability and returns , the Momentum GF Global Sustainable Equity Fund is available on a wide number of platforms . Find further details on how the Momentum GF Global Sustainable Equity Fund can complement your investment portfolio at : www . momentum . co . uk
Discrete years performance figures as at 31 August 2023
GBP Absolute Returns ( Composite , Net ) Aug 22-23 Aug 21-22 Aug 20-21 Aug 19-20 Aug 18-19 MGF Global Sustainable Equity R GBP 5.7 % 2.4 % 26.1 % 2.7 % 3.9 %
Source : Robeco Institutional Asset Management B . V ., Morningstar , Momentum Global Investment Management . Strategy inception November 2004 ; Fund launch 19 May 2020 . Performance shown is the live track record for the Robeco Global Developed Enhanced Indexing Equities composite to April 2020 , followed by that of the Momentum GF Global Sustainable Equity Fund . Prior to the inception date of Class R GBP share , 11.05.2022 , performance figures have been simulated by adjusting Class I USD share ’ s past performance to reflect its prevailing fees . Class I USD share ’ s past performance is shown in GBP terms . Performance is shown net of fees in GBP terms . Benchmark is MSCI World Index Net Return . Capital is at risk , past performance is not indicative of future returns .
Important Notes . This document is only intended for use by the original recipient , either a Momentum Global Investment Management Limited ( MGIM ) client or prospective client and does not constitute investment advice or an offer or solicitation to buy or sell . This document is not intended for use or distribution by any person in any jurisdiction in which it is not authorised or permitted , or to anyone who would be an unlawful recipient . The original recipient is solely responsible for any actions in further distributing this document , and in doing so should be satisfied that there is no breach of local legislation or regulation . This document should not be reproduced or distributed except via original recipients acting as professional intermediaries . This document is not for distribution in the United States . Any opinions expressed herein are those at the date this document is issued . We believe that the information contained is from reliable sources , but we do not guarantee the relevance , accuracy , or completeness thereof . Unless otherwise provided under UK law , MGIM does not accept liability for irrelevant , inaccurate , or incomplete information contained , or for the correctness of opinions expressed . The value of investments in discretionary accounts , and the income derived , may fluctuate and it is possible that an investor may incur losses , including a loss of the principal invested . Past performance is not generally indicative of future performance . Investors whose reference currency differs from that in which the underlying assets are invested may be subject to exchange rate movements that alter the value of their investments . This document does not provide all the facts needed to make an informed investment decision . Prior to investing , investors should read the Key Investor Information Document ( KIID ) and seek professional investment advice where appropriate . KIIDs and the Prospectus are available in English at momentum . co . uk . This Fund is a sub-fund of the Momentum Global Funds SICAV , which is domiciled in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier . The Fund conforms to the requirements of the European UCITS Directive . MGIM ( Company Registration No . 3733094 ) has its registered office at The Rex Building , 62 Queen Street , London EC4R 1EB and is authorised and regulated by the Financial Conduct Authority in the United Kingdom . © MGIM 2023 .
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