GIB AM Sustainable World Fund
NAV
As of 15.10.2024 113.88ISIN
IE0002KLYJ93Holdings
30-65SFDR Classification
Article 9Objective
The GIB Asset Management Sustainable World Fund is a global sustainable long-term equity growth Fund. The Fund aims to outperform the MSCI World Index by 2% per annum over the long-term 5 years rolling gross of fees by investing in companies whose products and services provide lasting sustainable solutions to the world’s largest social and environmental challenges.
Highlights
Concentrated
30-65 stocks with active share of >85%.
Diversersification
Diversified across themes and sectors. Stock-specific risk.
Characteristics
Share classes
Risks
Main Risks: The main risks of the GIB AM Sustainable Word Fund are Equity Risks, Efficient Portfolio Management Risk, Financial Markets and Regulatory, Investment Fund Risk Volatility Risk Concentration Risk.
The risk information is intended to give an idea of the main risks associated with this fund. Any of these risks could negatively impact the value of the fund. Please refer to the Prospectus and PRIIPS KID available at www.gibam.com for further information on risks. This document provides you with key investor information about this Sub-Fund. It is not marketing material. The information is required by law to help you understand the nature and the risks of investing in this Sub-Fund. You are advised to read it so you can make an informed decision about whether to invest.
Performance
Source: Dimension / MSCI showing monthly returns. Returns data provided refers to Class I 2 USD (C) Non-Distributing only and is based upon NAV net of fees. Class I 2 USD (C) of the Fund is reserved for institutional investors and is subject to an initial subscription of USD 500,000 or more (or the equivalent in another currency). The benchmark is the MSCI World Index. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Past performance is not indicative of future performance.
- GIB AM Sustainable World Fund
- MSCI World (comparative only)
Our Assessment of Value Report is available upon request. Please email info@gibam.com for more details.
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