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GLOBAL EQUITY SCREENED ESG

Aiming to achieve long-term capital appreciation by investing primarily in equity securities that are components of the MSCI World Index. The portfolio will not invest in companies engaged in unethical or unsustainable activities.

We use ESG metrics alongside more traditional fundamental investment factors, whilst incorporating investors’ bespoke ESG preferences.

Louise Dudley

Portfolio Manager

Investment objective

We aim to achieve long-term capital appreciation by investing primarily in equity securities that 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.

Exclusions

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.

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Sales Contacts

Carol Mahon,
Head of Office, Ireland