AlbaCore investiert in Private Capital Solutions, Opportunistic und Dislocated Credit sowie strukturierte Produkte und verwaltet Vermögenswerte im Auftrag von globalen Pensionsfonds, Staatsfonds, Consultants, Versicherungsgesellschaften, Family Offices und Stiftungen in aller Welt.
Entdecke mehrAnlagestrategien
Einblicke
Auf der Grundlage von fundamentalem Unternehmensresearch analysieren FSSA Investment Managers den Asien-Pazifik-Raum und die Schwellenländer eingehend, um in hochwertige Unternehmen zu investieren, die das Potenzial für eine langfristige Outperformance bieten.
Entdecke mehrWir sind einer der weltweit größten Investoren in Infrastrukturanlagen. Dank unserer Reichweite und unseres Know-hows haben wir Zugang zu einigen der attraktivsten Infrastrukturprojekte weltweit und können unseren Anlegern nachhaltige, langfristige Investitionsrenditen bieten.
Entdecke mehrAnlagestrategien
Einblicke
Wir sind ein kleines Team leidenschaftlicher Investoren, das im Auftrag unserer Kunden Anlageportfolios verwaltet, deren Schwerpunkt auf hochwertigen Unternehmen liegt, die gut positioniert sind, um zu einer nachhaltigen Entwicklung beizutragen und davon zu profitieren.
Entdecke mehrESG/sustainability reporting (SFDR disclosures for Stewart Investors Article 9 Funds)
Sustainable investment objective
This information relates to the Stewart Investors Asia Pacific Leaders Sustainability Fund, Stewart Investors Asia Pacific Sustainability Fund, Stewart Investors European Sustainability Fund, Stewart Investors Global Emerging Markets Leaders Fund, Stewart Investors Global Emerging Markets Sustainability Fund, Stewart Investors Indian Subcontinent Sustainability Fund, Stewart Investors Worldwide Leaders Sustainability Fund and Stewart Investors Worldwide Sustainability Fund (the “Funds”)
The Funds listed above and shown below seek to achieve long-term capital appreciation by investing in companies which both contribute to, and benefit from, sustainable development, achieving positive social and environmental sustainable outcomes.
Positive social sustainability outcomes include the enablement of improved health and wellbeing; access to income-generating and enterprise opportunities; fair employment and workplace safety; access to education and learning opportunities; communication and access to information; financial inclusion; sustainable transport and mobility; better access to housing, water, sanitation and electricity; and social inclusion and reduced inequality.
Positive environmental sustainability outcomes include more careful, efficient and productive use of natural resources; reduced waste and improved waste management; the wider adoption of circular economy practices and measures; the adoption of renewable and cleaner energy technologies; reduced greenhouse gas emissions; reduced water, air and other environmental pollution; a slowing in the rate of land degradation, land use change and loss of forests and biodiversity; and measures and technologies that enable climate change adaptation and resilience.
The Funds only invest in companies that are sustainable investments which contribute to a social and/or environmental objective. The contribution of the Funds' investments to the social and environmental objectives are assessed by reference to two framework indicators – the Investment Manager’s human development pillars and Project Drawdown climate change solutions.
Human development pillars
The Investment Manager has determined 10 broad pillars which they believe encapsulate the essence of human development and which can be mapped to companies. Each investee company must be contributing in a tangible way to at least one of the following pillars:
- Nutrition
- Healthcare and hygiene
- Water and sanitation
- Energy
- Housing
- Employment
- Finance
- Standard of living
- Education
- Information
Climate change solutions
Project Drawdown is a non-profit organisation, founded in 2014, which has mapped, measured and modelled over 90 different solutions to global warming, with the ultimate goal of reaching drawdown – i.e. the point in the future when emissions stop increasing and start to steadily decrease. Each Fund investment is mapped by the Investment Manager against the c.90 solutions (which are captured in eight broader solutions of Buildings, Circular economy / industry, Conservation / restoration, Energy, Food system, Human development, Transport and Water). The Investment Manager’s focus is on whether the companies themselves are making a meaningful contribution and will have meaningful involvement with the delivery of any of those solutions. Where the companies in which the Fund invests do contribute to any of the solutions, they will be involved in making products and delivering services directly, or by enabling/supporting those solutions.
These frameworks, alongside the Investment Manager’s own bottom-up analysis, lean on measurable and reportable outcomes as evidence for determining a company’s meaningful contribution to sustainable development.
Meaningful company contribution:
- Demonstrates a clear link to the underlying issue and solution, including whether the contribution is direct or enabling/supporting.
- Is relevant for the company either as a revenue/growth driver, as strategic initiatives backed by research and development or capital expenditure, or a function of strong culture or behaviours and ‘how they do things’ e.g. for equality and diversity.
- Recognises negative impacts from the company, including contradictions and risks of perverse outcomes.
How did the sustainability indicators perform?
Companies can contribute in many different ways to a better future for people and planet. To align with their bottom-up investment approach, the Investment Manager provides descriptions on their website, via their interactive Portfolio Explorer tool, on how they believe each company is contributing towards sustainable development.
Users can explore the stories of individual companies organised by the diverse contributions they make including towards human development pillars and climate solutions. This information is updated on a quarterly basis.
Fund level reporting to 30 June 2023
Stewart Investors Asia Pacific Leaders Sustainability Fund
- As at 30 June 2024, the Fund held 37 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, were making 109 contributions to the pillars.
- 26 companies (70%) were contributing to climate change solutions. These companies were contributing to 34 different solutions and, in total, were making 91 contributions to the solutions.
The social and environmental outcomes for the Fund are provided in the charts.
Stewart Investors Asia Pacific Sustainability Fund
- As at 30 June 2024, the Fund held 61 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, were making 172 contributions to the pillars.
- 42 companies (69%) were contributing to climate change solutions. These companies were contributing to 42 different solutions and, in total, were making 137 contributions to the solutions.
The social and environmental outcomes for the Fund are provided in the charts.
Stewart Investors European Sustainability Fund
- As at 30 June 2024, the Fund held 42 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, were making 104 contributions to the pillars.
- 33 companies (79%) were contributing to climate change solutions. These companies were contributing to 43 different solutions and, in total, were making 108 contributions to the solutions.
The social and environmental outcomes for the Fund are provided in the charts.
Stewart Investors Global Emerging Markets Leaders Fund
- As at 30 June 2024, the Fund held 39 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, were making 109 contributions to the pillars.
- 24 companies (62%) were contributing to climate change solutions. These companies were contributing to 29 different solutions and, in total, were making 79 contributions to the solutions.
The social and environmental outcomes for the Fund are provided in the charts.
Stewart Investors Global Emerging Markets Sustainability Fund
- As at 30 June 2024, the Fund held 49 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, were making 145 contributions to the pillars.
- 30 companies (61%) were contributing to climate change solutions. These companies were contributing to 31 different solutions and, in total, were making 92 contributions to the solutions.
The social and environmental outcomes for the Fund are provided in the charts.
Stewart Investors Indian Subcontinent Sustainability Fund
- As at 30 June 2024, the Fund held 35 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, were making 98 contributions to the pillars.
- 22 companies (63%) were contributing to climate change solutions. These companies were contributing to 37 different solutions and, in total, were making 78 contributions to the solutions.
The social and environmental outcomes for the Fund are provided in the charts.
Stewart Investors Worldwide Leaders Sustainability Fund
- As at 30 June 2024, the Fund held 35 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, were making 87 contributions to the pillars.
- 31 companies (86%) were contributing to climate change solutions. These companies were contributing to 35 different solutions and, in total, were making 96 contributions to the solutions.
The social and environmental outcomes for the Fund are provided in the charts.
Stewart Investors Worldwide Sustainability Fund
- As at 30 June 2024, the Fund held 46 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, were making 107 contributions to the pillars.
- 34 companies (74%) were contributing to climate change solutions. These companies were contributing to 39 different solutions and, in total, were making 107 contributions to the solutions.
The social and environmental outcomes for the Fund are provided in the charts.
Source for analysis and mapping: Stewart Investors investment team, company data and © 2014–2023 Project Drawdown (drawdown.org) as at 31 December 2022.
Contributions are defined by the team as demonstrable contributions to any solution, either direct (directly attributable to products, services or practices provided by that company) or enabling (supported or made possible by products or technologies provided by that company). More information is available on the manager’s website - stewartinvestors.com/all/how-we-invest/our-approach/portfolio-explorer.
Glossary
Sustainable investment means an investment in an economic activity that contributes to an environmental or social objective, provided that the investment does not significantly harm any environmental or social objective and that the investee companies follow good governance practices.
Sustainability indicators measure how the environmental or social characteristics promoted by the financial product are attained.
Bleiben Sie über unsere neuesten Studien und Entwicklungen in den sozialen Medien auf dem Laufenden, oder abonnieren Sie unseren E-Mail-Newsletter
Copyright © First Sentier Investors (Australia) Services Pty Ltd 2024, (Teil von First Sentier Investors, einem globalen Vermögensverwaltungsunternehmen. First Sentier Investors ist letztlich im Besitz der Mitsubishi UFJ Financial Group, Inc MUFG).
In der EU: Bei diesem Dokument handelt es sich um eine Marketingmitteilung. Der oder die hier erwähnte(n) Fonds kann/können in Ihrem Land zur Vermarktung an Anleger registriert sein. Wenn dem so ist, kann die Vermarktung gemäß den Regeln des EU-Rahmenwerks für den grenzüberschreitenden Fondsvertrieb eingestellt oder beendet werden. Kopien des Verkaufsprospekts (in Englisch und in Deutsch) und der wesentlichen Anlegerinformationen in Englisch, Deutsch, Französisch, Dänisch, Spanisch, Schwedisch, Italienisch, Niederländisch, Isländisch und Norwegisch sind zusammen mit einer Übersicht über die Anlegerrechte kostenlos erhältlich unter: firstsentierinvestors.com
Das beste Erlebnis für Sie
Ihr Standort : Germany
Australia & NZ
- Australia
- New Zealand
Asia
- Hong Kong (English)
- Hong Kong (Chinese)
- Singapore
- Japan