Candriam Sustainable Global Equity Fund

The Fund provides an exposure to an actively managed portfolio predominantly made up of listed global equities as selected by Candriam in accordance with its investment process. Candriam’s investment process combines company level research with top down sectoral analysis to select stocks demonstrating good  Environmental, Social and Governance (ESG) characteristics, according to Candriam’s ESG framework.

Candriam’s investment process is structured in three main steps:

1) ESG universe screen: Candriam uses its ESG framework to screen companies and construct the ESG universe. The framework comprises Candriam’s company research, a norms-based assessment of a company’s adherence to international conventions and treaties, and exclusions based on a company’s exposure to ‘controversial activities’;

2) Quantitative investment approach: Candriam’s quantitative model uses its proprietary framework to determine a performance score for a company having regard to risks identified by Candriam (risk adjusted return score); and

3) Portfolio construction and model implementation: Candriam constructs a model portfolio by conducting the initial two investment process steps and considering ESG and risk management criteria.

Please see the Fund’s Controversial Activity Exclusion Policy for further information on the norms-based assessment and controversial activities, including direct and indirect examples, and the material threshold that is applied to each activity.

 

Fund Objective

To achieve returns (before fees and taxes) in excess of the MSCI World Index (Net Dividends Reinvested) $A - unhedged over the medium to long term. There is no guarantee that this objective will be achieved.

Unitholder Meeting to be held on 22 August 2024. Please see the information available here

Product Disclosure Statement

download PDS
download Additional Information Guide
download Target Market Determination

Reports

download Fact Sheet
download Monthly Performance Report
download Quarterly Report

Documents and updates

downloadControversial Activity Exclusion Policy
downloadPortfolio Holdings
downloadAnnual Engagement Report
downloadAnnual Financial Report
downloadProxy Voting Record
downloadUnit Pricing Discretions Policy
downloadFinancial Service Guide
downloadNon-business days – Calendar Year
download Important update - New Bank Account details from 27 November 2023
+Update of information
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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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Portfolio Manager

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  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
download  Funds' Management Costs & Other Transaction Costs 30 Sep 2021 Current Version 56 KB
download  Non-business days calendar 2022 24 Dec 2021 Current Version 91 KB
download  Merger of investment manager 1 Jul 2022 Current Version 69 KB
download  Funds' Management Costs & Other Transaction Costs 30 Sep 2022 Current Version  108 KB
download  Non-business days calendar 2023 31Dec 2022 Current Version 40 KB
download  Funds' Management Costs & Other Transaction Costs 30 Sep 2023 Current Version 109 KB
download  Removal of facility to instruct by facsimile 14 May 2024 Current Version  70 KB

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