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First Sentier Global Property Securities Fund (Hedged & Unhedged Class)

Australia

Investment

First Sentier Investors
First Sentier Investors

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Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.

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Sustainable Plus classification: This Symbol signifies that a product or service has been certified and classified to offer an investment style that takes into account environmental, social, governance or ethical considerations, with embedded, measurable and reported sustainability objectives aligned with portfolio holdings and stewardship practices, adhering to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.

Learn about RIAA's certification / sustainability classifications

<span class="text-size-xxsmall">The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.</span>

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Themes & Issues
Society
No items found.
No items found.
No items found.

Animal cruelty

Partially avoided

Environment
No items found.
No items found.
No items found.

Animal cruelty

Partially avoided

<span class="text-size-xxsmall">For RIAA’s definitions of the themes included and issues avoided, please view this guide. Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.</span>

Overview

The Fund's approach to ESG:

The Fund does not have ESG targets and on that basis is notdesigned for investors who are looking for funds that meetparticular ESG targets.

This Fund's investment decision process, including with respectto ESG factors, may differ to other funds managed by theInvestment Manager.

With respect to this Fund (please refer to the AIB for further information):

— the Investment Manager utilises a proprietary carboncalculator to calculate if an entity is forecast to achieveoperational carbon net zero by 2050. If an entity is forecastto achieve this target it will be considered eligible forinvestment. If an entity is not forecast to achieve this target itwill not be eligible for investment;

— then each entity considered for investment undergoes aqualitative ESG analysis and assessment to determine ESG score, which will then be factored into the valuation methodology (as a variable in that methodology). All else being equal, a higher ESG score willlead to a higher valuation for an entity.

The Investment Manager may raise ESG matters with seniormanagement, including board members, during engagementwith entities, and analyses relevant information obtained fromdirect engagement, together with in-house and third-partyresearch is taken into account when assessing how well entitiesare considering and managing ESG factors.

Description

The Fund invests in global listed property entities and provides investors with exposure to property investment opportunities such as commercial, data centres, residential, retail and industrial property assets.

The Fund aims to outperform the relevant benchmark for each class of units (before fees and taxes), over rolling three-year periods.

The Fund’s investment selection process involves environmental, social and governance (ESG) criteria as part of its investment analysis, requiring a minimum ESG score of 2 out of 5 for an entity to be eligible for selection. The Fund also will not invest in an entity if the entity is not forecast to reduce its greenhouse gas emissions in line with net zero emissions by 2050 (Operational Carbon Net Zero).

Investing in the Fund offers investors exposure to:
- a broad selection of property investment opportunities.
- companies that are forecast to achieve Operational Carbon Net Zero.
- an actively managed portfolio of global listed property securities.
- the expertise of a highly experienced investment team of global listed property securities specialists.


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Themes & Issues

  • 0

    themes included

  • 0

    issues fully avoided

  • 0

    issues mostly avoided

  • 1

    issues partially avoided

Product Targets

Wholesale

Retail

Institutional

Certified Since

Last date certified

  • April 11, 2024

Primary RI Strategy

  • Negative Screening, ESG Integration

Secondary RI Strategy