Candriam Sustainable Global Equity Fund

The Candriam Sustainable Global Equity Fund is a global core international equity fund benchmarked to the MSCI World Index (Net Dividends Reinvested) $A – unhedged. Candriam Investors Group sustainable management philosophy generates alpha from two distinct sources.

The first source of alpha is derived from a sustainable investment universe. Only those companies that rank best of sector with regard to their social, environmental, employment and ethical economic policies are considered.

The second source of alpha results from detailed quantitative analysis coupled with a risk controlled portfolio construction process. Sector, region and style biases in the portfolio are minimised to ensure stock specific factors drive portfolio performance rather than predetermined investment themes.

Fund Objective

To achieve returns (before fees and taxes) in excess of the benchmark over the medium to long term. There is no guarantee that this objective will be achieved.

Product Disclosure Statement

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Reports

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Documents and updates

downloadAnnual Financial Report
downloadUnit Pricing Discretions Policy
downloadFinancial Service Guide
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Update of Information

Document Date Notes Size
download  Investor Letter 22 Dec 2016 Current Version 79KB
download  Notice of Proposal – amend fund constitution for AMIT 5 Jun 2017 Amendment to Constitution 236KB
download  Confirmation – amend fund constitution for AMIT 5 Jul 2017 Amendments 62KB
download  Portfolio Holdings - September 2017 1 Dec 2017 Portfolio Holdings 86KB
download  Details of the Funds' Administrator 19 Mar 2018 Current Version 38KB

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