This month’s fund in focus is The Osmosis Resource Efficient Core Equity Strategy. The fund seeks superior risk adjusted returns by targeting maximum resource efficiency exposure while maintaining a tight tracking error to the MSCI World. The portfolio takes advantage of the inefficiencies of market cap weighted strategies by closely replicating the factor exposures of the underlying benchmark with the active exposure being delivered through the Osmosis Resource Efficiency Factor. The fund’s performance over recent years has been impressive. During a time when ESG as an investment theme had fallen from favour, the fund still managed to hold its own against the MSCI World index.
The Investment Manager focuses on decarbonisation and uses its own proprietary model to select candidate companies. This model rates companies on resource efficiency by compiling information on energy, waste, and water. This model allows Osmosis to identify firms that are of higher future value and pose a lower risk to creditors. Combined with the sustainable benefits of reduced corporate carbon, water, and waste footprints, it was concluded that resource efficient firms deliver value to both shareholders and society.
Points to Note:
- This Fund has been classified as an Article 8 product, excluding tobacco and any companies that breach the UN Global Compact’s social and governance safeguards. The fund’s portfolio demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.
As always, you should only consider the investment views contained in this Osmosis Resource Efficient Core Equity Strategy update in the context of your own attitude to risk and how such choices might impact your Asset Allocation model. Should you wish to discuss your investment portfolio, please contact Harvest Financial Services on 01 2375500 or email firstname.lastname@example.org.
This marketing information has been provided for discussion purposes only. It is not advice and does not take into account the investment needs and objectives, financial position, risk attitude, liquidity needs, capital security needs and/or capacity for loss of any particular person. It should not be relied upon to make investment decisions.
Warning: The return may increase or decrease as a result of currency fluctuations.
Warning: The figures refer to the past. Past performance is not a reliable indicator of future results.
Warning: The value of your investment may go down as well as up. You may get back less than
Warning: The income you get from this investment may go down as well as up.