Objective: aiming to achieve long-term capital appreciation by investing primarily in equity securities which are components of the MSCI World Index, or companies listed in the countries referenced in this Index. The portfolio will not invest in companies engaged in unethical or unsustainable activities, as defined by the proprietary exclusion list which is updated on a quarterly basis.
"We use ESG metrics alongside more traditional fundamental investment factors, whilst incorporating investors’ bespoke ESG preferences"
The exclusion list includes companies:
- Identified by EOS as involved in controversial weapons
- On EOS’s Controversial Companies Report with a High Severity rating for environmental and social risks and where engagement is deemed unfeasible
- Generating >10% of revenue from gambling, tobacco, logging, nuclear energy or armaments
Past performance is not a reliable indicator of future results and targets are not guaranteed.