ProductsSC LO Global ESG Equities Fund

Overview

SC LO Global ESG Equities Fund’s objective is to create a portfolio with better environmental, social and governance scores, with strong underlying financial characteristics. It uses an active, bottom-up stock selection approach, based on the investment manager’s proprietary responsible investment and quantitative investment strategy.

Fund domicile: Luxembourg (UCITS)*
Fund currency: USD
Asset class: Public Equity
Inception date: 30/09/2021
Fund term: Unlimited duration
Investment style: Active strategy
Benchmark: Dow Jones Islamic Market World Developed Total Return Index (Bloomberg ticker code: DJIDEVT)
Investment manager: Lombard Odier Asset Management (Switzerland) SA

Investment objective:

The Fund’s investment objective is to apply a responsible investment strategy and outperform the Dow Jones Islamic Market World Developed Total Return Index (Bloomberg ticker code: DJIDEVT) (the ‘benchmark’) over the long term.

Investment policy:

In accordance with Shariah investment guidelines and investment restrictions, the Fund invests directly in the equity of companies in the Dow Jones Islamic Market World Developed Index which are domiciled in, economically tied to, or listed on global stock exchanges.

* Undertaking for the Collective Investment in Transferable Securities