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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 have the greatest total positive impact on society.

The strategy has a strong bias towards quality and does not invest in companies that have a clear negative impact on our planet and society. The strategy capitalizes on Nomura’s successful core global equity investment platform and long standing track record as responsible investors.

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.

Introducing the team

Portfolio management of the strategy is led by Alex Rowe with Tom Wildgoose as co-manager. The portfolio managers are supported by a team of investment professionals, based in London and Malaysia.

In addition, Alex Rowe and Tom Wildgoose 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
  • Positive approach to investing in companies that have the greatest total positive impact on all stakeholders
  • UN Sustainable Development Goals embedded throughout the investment process
  • Leverages our successful global equity investment platform and Quality at Discount Valuation approach
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 5.1 million (as at 30.09.2021)

Investment Company

Nomura Asset Management U.K. Ltd.

Fund Managers

 

Alex Rowe CFA, Lead Portfolio Manager Nomura Asset Management U.K. Ltd.
Tom Wildgoose CFA, Co-Manager, Head of Equity Investment, Nomura Asset Management U.K. Ltd.
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 Fund Snapshot Commentary Climate Impact Report
Class I 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

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Important Disclosures 

 

Institutional Investor

Financial Adviser

Private Investor