Wholesale Sustainable Global Equity Fund
The Acadian Wholesale Sustainable Global Equity Fund (the Fund) uses quantitative modelling and fundamental insights to identify socially responsible global equity stocks and reduce exposure to carbon intensive companies.
The investment approach is both multi-faceted and highly adaptable, which allows Acadian to take advantage of attractive stocks opportunities as they arise. Acadian casts a wide net to discover the most attractive investment opportunities for inclusion in the portfolio, analysing more than 40,000 stocks daily.
FUND FACTS
Invest in a socially responsive global equity fund that uses systematic expertise to unearth attractive investment opportunities and reduce exposure to carbon intensive companies.
Investment objective: 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.
Inception | Style | Distribution | Holdings | Investment horizon |
31 May 2005 | Global equity – Long Only, Active, Sustainability focus | Half-yearly (June and December) | 200-400 | At least 7 years |
Stock limit | Cash holding | Management cost | Minimum investment | APIR code |
Max 2.25% | 0-5% | 0.98% | $25,000 | FSF0710AU |
FUND DOCUMENTS
Quarterly Factsheet Platform Availability Product Disclosure Statement
Acadian Australia is a wholly owned subsidiary of Acadian Asset Management LLC (“Acadian”), a U.S. registered investment adviser regulated by the U.S. Securities and Exchange Commission. Acadian is exempt from the requirement to hold an Australian Financial Services License under the Corporations Act 2001 (Cth). Acadian is regulated by the Securities and Exchange Commission ("SEC") under United States of America laws, which differ from Australian laws. This website is intended only to provide a summary of the subject matter covered. It does not purport to be comprehensive or to provide legal, taxation or other advice on the subject matter. No reader should act on the basis of any matter contained in this website without first obtaining specific professional advice.
The information on this web page is provided to you because Acadian Australia reasonably believes that you are a "wholesale client" within the meaning of that term under the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to invest in any product. Retail clients who are interested in products referenced on this website should contact their financial adviser.
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