New Fund Name: OMR M&G Global Sustain Paris Aligned
New Objective:
The underlying fund has two aims:
To provide a higher total return (capital growth plus income), net of the Ongoing Charge Figure, than that of the MSCI World Index over any five-year period.
and
To invest in companies that contribute towards the Paris Agreement climate change goal.
At least 80% of the fund is invested directly in equity securities and equity-related securities of companies across any sector and market capitalisation that are domiciled in any country, including Emerging Markets.
The underlying fund aims to: (i) provide long-term capital growth over a period of 5 years or more; and (ii) seek to achieve a sustainable investment objective, in line with a responsible investment approach. The underlying fund invests at least 80% of its investments in shares of listed companies of any size which are based anywhere in the world and which the Manager believes will generate both above-average returns and a positive and measurable impact on the planet, incorporating the analysis of environmental, social and governance (ESG) factors.
OMR AXA ACT Framlington Clean Economy
The underlying fund aims to: (i) provide long-term capital growth over a period of 5 years or more; and (ii) seek to achieve a sustainable investment objective, in line with a responsible investment approach. The underlying fund invests at least 80% of its investments in shares of listed companies of any size which are based anywhere in the world and which the Manager believes will generate both above-average returns and a positive and measurable impact on the planet, incorporating the analysis of environmental, social and governance (ESG) factors.
New Fund Name: OMR FTF Western Asset Retirement Income Bond
New Fund Name: OMR FTF Martin Currie US Unconstrained
New Fund Name: OMR FTF Martin Currie European Unconstrained
New Fund Name: OMR FTF Martin Currie Asia Unconstrained
New Fund Name: OMR FTF Clearbridge US Equity
New Fund Name: OMR FTF Clearbridge US Equity
New Fund Name: OMR Invesco Responsible Japanese Equity Value Discovery (UK)
New Objective: The underlying fund aims to achieve long-term (5 years plus) capital growth by investing at least 80% of its assets in shares or other equity related securities of companies incorporated, domiciled or carrying out the main part of their economic activity in Japan which meet the underlying fund’s environmental, social and governance (ESG) criteria.
