Provides exposure to sub-set of equity securities within the MSCI USA Small Cap Index and adopts optimisation process which aims to exceed decarbonisation targets and other minimum standards for an EU Climate Transition Benchmark
Excludes Companies that are involved with controversial, conventional, and nuclear weapons, civilian firearms, thermal coal, tobacco, or unconventional oil and gas, and Companies that are classified as violating the United Nations Global Compact principles, have a ‘Red’ MSCI ESG Controversies score.
Adopts a binding and significant ESG optimisation approach to sustainable investing. This means that the Fund will integrate ESG information into its investment process to optimise exposure to issuers to achieve a higher ESG rating and reduce exposure to carbon emissions compared to the Parent Index while meeting optimisation constraints
INVESTMENT OBJECTIVE
The fund aims to achieve a return on your investment which reflects the return of the MSCI USA Small Cap ESG Enhanced Focus CTB Index.
On 1st June 2022, the benchmark changed from MSCI USA Small Cap Index to MSCI USA Small Cap ESG Enhanced Focus CTB Index. The change will be reflected in the benchmark data.
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Important Information: Capital at Risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
All currency hedged share classes of this fund use derivatives to hedge currency risk. The use of derivatives for a share class could pose a potential risk of contagion (also known as spill-over) to other share classes in the fund. The fund’s management company will ensure appropriate procedures are in place to minimise contagion risk to other share class. Using the drop down box directly below the name of the fund, you can view a list of all share classes in the fund – currency hedged share classes are indicated by the word “Hedged” in the name of the share class. In addition, a full list of all currency hedged share classes is available on request from the fund’s management company