Swisscanto (LU) Equity Fund Systematic Committed Selection AT (FHK7)

Overview

Swisscanto (LU) Equity Fund Systematic Committed Selection AT is a Luxembourg-domiciled equity mutual fund dedicated to systematic and committed sustainable investing. The fund employs a meticulous selection process that integrates environmental, social, and governance (ESG) criteria to uncover high-conviction global equity opportunities. Its fundamental goal is to emphasize long-term value creation that is aligned with responsible business practices.

The fund systematically incorporates exclusions targeting controversial sectors, including those related to banned weapons and entities that violate the UN Global Compact. In contrast, it prioritizes investments in companies that actively contribute to the UN Sustainable Development Goals (SDGs) and adhere to the targets set by the Paris Climate Agreement by working towards a reduction in CO2 intensity.

Managed by Swisscanto Asset Management International S.A. and overseen by Zürcher Kantonalbank, the fund features an accumulating share class in EUR, identified by the AT suffix, and is designed for capital appreciation through diversified holdings across various sectors and regions. This investment approach reflects Swisscanto's broader commitment to stewardship, which includes active engagement and voting on sustainability matters. Additionally, the fund focuses on delivering risk-adjusted returns and plays a crucial role in institutional portfolios aiming for ESG-focused equity exposure amidst the rising demand for impact-oriented investments.

Products and Services

• Equity Mutual Fund:

  The core product is an equity mutual fund that targets sustainable investments, ensuring that portfolio companies meet rigorous ESG criteria while also aiming for capital appreciation through diversified holdings across various sectors and geographic regions.

• ESG Integration:

  The fund integrates comprehensive ESG criteria into its investment selection process, identifying opportunities that align with long-term sustainable practices, and systematically excluding investments in controversial sectors, enhancing its overall mission for responsible investing.

• Active Stewardship:

  Swisscanto demonstrates a commitment to active stewardship by engaging with companies on sustainability issues and exercising voting rights to promote responsible business practices, thereby ensuring that invested companies operate within ethical frameworks.

• Risk-Adjusted Returns:

  The fund is designed with a focus on achieving risk-adjusted returns, making it a valuable addition to institutional portfolios that seek equity exposure aligned with ESG principles, catering to the increasing demand for sustainably-focused investments.

• Commitment to SDGs:

  In alignment with global sustainability standards, the fund actively seeks to invest in companies that contribute to the UN Sustainable Development Goals (SDGs), influencing positive global change while also pursuing financial growth.