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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Quick Facts

Inception Date:
Entry Price:
Exit Price:
Currency: AUD
Fund Size: -
APIR Code: -
Bloomberg: AUSDSGE AU Equity

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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
download  Funds' Management Costs & Other Transaction Costs 28 Sep 2018 Current Version 35KB
download  Change to the External Dispute Resolution Scheme 1 Nov 2018 Current Version 34 KB
download  Funds' Management Costs & Other Transaction Costs 2 Sep 2019 Current Version 38 KB
download  Updated details for the Funds' Buy/Sell Spreads 20 Jul 2020 Current Version 41 KB
download  Funds' Management Costs & Other Transaction Costs 3 Sep 2020 Current Version  34 KB
download  Management Fee Reduction 1 Oct 2020 Current Version  43 KB
download  Update - how we invest your money 9 Jun 2021 Current Version 79 KB

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