CT SDG Engagement Global Equity Fund

(APIR: PER8333AU)

At a glance

A global equity fund that aims to provide capital growth by investing in a well-diversified selection of small and mid-sized companies. It also seeks to achieve positive impact through targeted, impact-focused, active engagement with companies using the SDG framework.

 

Key documents

Key facts

Fund inception date

8 August 2023

Typical underlying fund holdings

40 to 60 companies

Portfolio Manager

Jamie Jenkins

SFDR

Article 8

The Fund promotes environmental or social characteristics under Article 8 of the EU Regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR). The decision to invest in the promoted fund should also take into account all the characteristics or objectives of
the promoted fund as described in its prospectus.

Shareholder notices