×

American Century Emerging Markets Sustainable Impact Equity Fund
– a sub-fund of Nomura Funds Ireland

Overview

The strategy seeks to invest in companies that are located primarily in emerging markets and demonstrating accelerating growth. In addition, the strategy seeks to achieve positive social and environmental impact by investing in companies who contribute to one or more of the United Nations Sustainable Development Goals (SDG).

Approach
  • Combines alpha generation from distinct growth philosophy with positive social impact.
  • Process designed to increase stock selection and decrease unintended risks while contributing to the SDGs.
  • Well resourced, dedicated, accountable team fully leverages centralized team structure
Fund Highlights
  • Differentiated Growth Philosophy – Invests in companies we believe are exhibiting accelerating and sustainable growth.
  • Alpha with Impact – fundamental research with robust ESG integration results in alpha that also contributes to the SDGs.
  • Experienced and Collaborative Team – A shared growth philosophy across our Global & Non-U.S. Equity teams is the starting point of collaboration.
  • Is managed under the UN Global Compact guidelines and in alignment with the Council on Ethics for the Norwegian Government Pension Fund Global.
Potential significant risks

International investing involves special risk considerations, including economic and political conditions, inflation rates and currency fluctuations. Investing in emerging markets may accentuate these risks.

For additional strategy information, please visit the American Century Investments® website. (Please note that the link will access a website for contents of which we take no responsibility and to which our data protection rules do not apply.)

To learn about our strategic relationship with American Century Investments, please visit our Strategic Partnership page.

Investment Objective

To provide a total return that exceeds the benchmark by 2% to 3%, while achieving positive social and environmental impact by investing in companies that contribute to one or more of the United Nations Sustainable Development Goals (SDGs).

Fund Size

USD 103.7 million (as at 30.09.2021)

Investment Company

Nomura Asset Management U.K. Ltd.

Fund Managers

Patricia Ribeiro, Senior Portfolio Manager, American Century Investments
Sherwin Soo, CFA, Portfolio Manager, American Century Investments

Launch Date

04.03.2020

Base Currency

USD

Universe Sector

Morningstar: Global Emerging Markets Equity

Benchmark

MSCI Emerging Markets Index (USD)

Domicile

Ireland (Nomura Funds Ireland Plc)

Lead ISINs

F USD – IE00BJCWHS31

For additional share class information, please contact us.

 

Patricia Ribeiro

Patricia Ribeiro is a senior vice president and senior portfolio manager for American Century Investments®.

Ms. Ribeiro joined American Century Investments in 2006 and has more than 20 years of experience in the financial industry. In addition to her role as a senior portfolio manager, she also provides analytical support for Latin America.

Previously, Ms. Ribeiro was an independent consultant for Medley Global Advisors, LLC, in New York and Black Arrow Capital Management, LLC, in Greenwich, Conn. Prior to that, she was head of Latin American research at Citigroup Asset Management, a team she created and managed as part of the firm’s global research group. She also served as head of Latin American equity research for J.P. Morgan Investment Management.

Ms. Ribeiro holds a bachelor’s degree in accounting from Rutgers University, and is fluent in Portuguese and Spanish.

Sherwin Soo, CFA

Sherwin Soo, CFA, is a vice president and portfolio manager for American Century Investments®.

Mr. Soo joined the company in 2011 as an investment analyst. Prior to joining American Century Investments, Mr. Soo was a vice president and securities analyst at Neuberger Berman. Previously, he held roles as an investment manager for HSBC Asset Management and as an analyst for Salomon Brothers.

Mr. Soo holds a bachelor’s degree in biological neuroscience from the University of Pennsylvania, a bachelor’s degree in finance from the Wharton School at the University of Pennsylvania and an MBA from the MIT Sloan School of Management. He is a CFA® charterholder.

 

Fund Monthly Factsheet Commentary
F USD

For a full list of available share class documents including KIIDs, please visit our fund documents page.

The lead share class fund literature is shown first in the above list. If any literature is not available in the above list for the share class you are invested in/interested in, please contact NAMupdates@nomura-asset.eu

You must read the following important information before proceeding. It explains certain legal and regulatory restrictions which apply to the information contained, and an investment in the products referred to, in this website. When you have read the information set out below, please click on the "I confirm that I have read the important information" link at the bottom of the page to acknowledge that you have read the information and to continue.  

I confirm that I’m an Institutional Investor (Professional Client) and I agree to and will comply with the Terms and Conditions of this site.

I confirm that I have read the important information.

 

I confirm that I’m a Financial Advisor (Professional Client) and that I agree to and will comply with the Terms and Conditions of this site

I confirm that I have read the important information.

 

I confirm that I’m a Private Investor and that I agree to and will comply with the Terms and Conditions of this site.

I confirm that I have read the important information.

Important Disclosures 

 

Institutional Investor

Financial Adviser

Private Investor