Nomura Funds Ireland –
Global Sustainable Equity Fund
Investing globally for returns with an impact mindset
Nomura Funds Ireland – Global Sustainable Equity Fund
Our Investment Approach
The Nomura Global Sustainable Equity Fund is a concentrated global equity strategy that seeks to deliver strong risk adjusted returns through investing in companies that the team believes to have high positive total stakeholder* impact (*the environment, society, customers, suppliers, employees and investors).
The strategy has a strong bias towards quality and seeks to avoid investing in companies the team believes to cause significant harm to any environmental or social objective of the strategy. The strategy capitalizes on Nomura’s successful core global equity investment platform and its track record of considering double materiality*.
*Considering investee companies’ influence on environment and society in addition to financial impact of environmental and/or social factors on investee companies.
The team focuses on individual stock selection with an emphasis on the timely purchase of a select number of high quality businesses trading below their intrinsic values. It implements a unique, collegiate stock selection process combined with proprietary ‘Total Stakeholder Impact’ framework and UN Sustainable Development Goals analysis.
Further details of the sustainability strategy are described in the tab “Sustainability-related disclosure”.
Introducing the Team
Portfolio management of the strategy is led by Alex Rowe, supported by sustainable investment specialist Daniela Dorelova and back up portfolio manager Benjamin Lacaille. The portfolio managers are supported by a team of investment professionals, based in London and Malaysia.
In addition, the key decision makers have access to both top-down risk analytics and bottom-up asset selection ideas through Nomura’s global network of analysts. This enables the team to make investment decisions driven by individual company analysis whilst avoiding macro-economic, portfolio aggregate exposures.
Portfolio Overview
- Concentrated, truly active global equity investing: 30 to 40 positions
- Investing in companies that the team believes to have high positive total stakeholder impact
- The strategy primarily focuses on 6 Impact Goals that are aligned with certain UN Sustainable Development Goals
- Leverages our successful global equity investment platform and Quality at Discount Valuation approach
- SFDR* Classification: Article 9
* EU Sustainable Finance Disclosure Regulation.
Awards and Ratings
Potential Significant Risks
Investing in emerging markets carries risks and involves special aspects not typically associated with investments in more established economies or securities markets.
Investment Objective |
To achieve long-term capital growth through investment in a relatively concentrated, actively managed portfolio of global equity securities issued by companies with the greatest total positive impact on society. |
Fund Size |
USD 44.5 million (as at 30.06.2024) |
Investment Company |
Nomura Asset Management U.K. Ltd. |
Fund Managers |
Alex Rowe, CFA, Lead Portfolio Manager, |
Launch Date |
15.04.2019 |
Base Currency |
USD |
Universe Sector |
Morningstar Universe: Global Large-Cap Blend Equity |
Benchmark |
MSCI All Countries World |
Domicile |
Ireland (Nomura Funds Ireland plc) |
Lead ISINs |
Institutional ‘I’ USD – IE00BJ1GXR76 Institutional ‘I’ GBP – IE00BJ1GXT90 Retail ‘A’ USD – IE00BJ1GXN39 Retail ‘A’ EUR – IE00BJ1GXP52 For additional share class information, please contact us. |
| Fund | Monthly Factsheet | Commentary | Climate Impact Report | ||
|---|---|---|---|---|---|
| Class I USD |
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For a full list of available share class documents including PRIIPs KIDs, 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 [email protected]
Fund Snapshot: This document was prepared by Nomura Asset Management Europe KVG mbH, from sources it reasonably believes to be accurate.
Nomura Funds Ireland plc is an open-ended investment company with variable capital, incorporated in Ireland on 13th April, 2006 under the Act with registration number 418598. The Fund has been authorised by the Central Bank as an UCITS pursuant to the UCITS Regulations. The Fund is structured as an umbrella fund consisting of different Sub-Funds each comprising one or more Classes. The Fund has segregated liability between each of its Sub-Funds.
Full information on the presented funds, which is relevant for an investment decision, can be found in the fund´s most recent sales prospectus, key information document (PRIIPs KID), key investor information document (UCITS KIID) – as appropriate for your relevant jurisdiction – and annual and semi-annual reports. The UCITS KIIDs are available in English and, for the PRIIPs KIDs, in the official language of the countries in which the fund is registered for distribution. This fund displays higher volatility due to its composition / the techniques used by the fund management, i.e. unit prices can fluctuate upwards or downwards within short periods of time. Performance in the past is no guarantee of future success. There can be no guarantee that the fund´s investment objective will actually be achieved.
A summary of investor rights in English and information on collective redress mechanisms are available at https://www.nomura-asset.co.uk/download/funds/how-to-invest/Summary_of_investor_rights.pdf . Nomura Asset Management U.K. Limited may at any time decide to terminate arrangements it may have made for the marketing of units of a fund in a member state other than its home member state.
