Nomura Funds Ireland – Global Sustainable Equity Fund
Overview
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 has been built on Nomura’s Quality at Discount Valuation Global Equity franchise.
Our approach
- Concentrated, truly active global equity investing in 30 to 40 stocks.
- Investing in companies the team believes to have high positive total stakeholder impact.
- 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.
Further details of the sustainability strategy are described in the tab “Sustainability-related disclosure”.
Reasons to invest
- Highly differentiated among the global sustainable equity peer group in not having a growth bias and not exposing investors to material style risk.
- Differentiated approach to impact: led by a dynamic team of key decision makers who have an impact and outcome-driven mindset.
- Track record in excess of five years.
Potential significant risks
The Fund chooses companies on the basis of ethical criteria, which may limit the choice of investments. The Fund will not perform in line with funds that have a broader investment policy.
Sustainability information from investee companies and third-party data providers may be incomplete, inaccurate or unavailable. As a result, there is a risk that we may incorrectly assess a security or issuer, resulting in the incorrect inclusion or exclusion of a security in the portfolio.
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 31.12.2025) |
Investment Manager |
Nomura Asset Management U.K. Ltd. |
Fund Managers |
Richard Kruse, |
Launch Date |
15.04.2019 |
Base Currency |
USD |
Universe |
Morningstar category: Global Large-Cap Blend Equity IA Sector: Global |
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]
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.
