Impact Shares MSCI Global Clima (NTZO)

Overview

The described company operates as an investment fund that primarily focuses on investing in companies leading the transition to a lower-carbon economy. Aiming to benefit from global efforts towards decarbonization, the fund selects equity securities that are part of the underlying index designed to highlight entities committed to or benefiting from lower carbon emissions. These include both developed and emerging market companies that have set credible emission reduction targets or have a proven history of reducing their carbon footprint. The fund’s strategy involves committing at least 80% of its total assets, in addition to any borrowed funds for investment purposes, to such equity securities. Despite its focused investment ethos, it is classified as non-diversified, implying a concentration of investments that could impact its volatility and risk profile.

Products and Services

• Equity Securities Investment - The fund specializes in investing in equity securities of companies listed on an underlying index. These companies are selected based on their potential to benefit from the shift towards a lower-carbon economy or their commitments to reducing emissions. This approach allows investors to directly contribute to and benefit from global decarbonization efforts.
• Focus on Decarbonization Leaders - Targeting companies across developed and emerging markets, the fund emphasizes investments in entities that have either set credible emission reduction targets or display a consistent record of decarbonizing their operations. This strategy aims to not only generate returns but also support environmental sustainability.
• Non-Diversified Fund Structure - The fund operates with a non-diversified status, meaning it may invest a larger portion of its assets in fewer issuers. This strategy can lead to higher volatility and risk; however, it also allows for potentially greater returns from investments in high-conviction picks that align with the fund’s decarbonization theme.