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Your Questions Answered by Impact Opportunities

2 December 2020 |
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
Your Questions Answered

What is the difference between impact and ESG investing? How big is the investable universe? How did you decide on the nine impact themes? These are just a couple of the most commonly asked questions about our Impact Opportunities capability by our clients and prospective investors.

This month, we sat down with our Impact Opportunities team to tackle the most pressing questions about the Fund.

1. What is the difference between impact and environmental, social and governance (ESG) investing?
2. How big is the investable universe?
3. How impactful can you be in public markets?
4. Impact assessment or financial analysis: what comes first?
5. What is the market cap profile of the investable universe, and what can clients expect in terms of risk?
6. Does the investment strategy open itself up to factor bias?
7. How did you decide on the nine impact themes?
8. Are you overly exposed to healthcare due to the nature of this fund?
9. Is there an impact premium on the stocks you buy as funds crowd into a limited amount of stocks?
10. What makes the Impact Opportunities Fund stand out from its peers?


Risk profile

  • This document does not constitute a solicitation or offer to any person to buy or sell any related securities or financial instruments.
  • The value of investments and income from them may go down as well as up, and you may not get back the original amount invested.
  • Past performance is not a reliable indicator of future results and targets are not guaranteed.

1Source: UNCTAD World Investment Report, 2014.

2Source: Bloomberg – referencing the market cap of the MSCI ACWI Investable Market Index.

3Source: World Health Organisation (see: WHO )

4Source: International Diabetes Federation.
5“How have ESG fund favourites changed in 2020,” published by Goldman Sachs in October 2020.
Your Questions Answered

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