Ausbil Dexia Sustainable Global Equity Fund
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Ausbil Dexia Sustainable Global Equity Fund
||Ausbil Dexia (show all funds)
||Global (inc Australia)
||MSCI All Countries World Index
||Dexia AMís sustainable management philosophy seeks to generate
outperformance from two distinct sources. The first source is derived
from identifying risks and opportunities linked to social, environmental,
governance and ethical issues that are often out of the scope of
traditional financial analysis but which can have a significant impact on
The second source results from detailed quantitative analysis of the
sustainable universe coupled with a risk controlled portfolio construction
process. Sector, region and style biases in the portfolio are minimised
to ensure stock specific factors drive portfolio performance rather than
predetermined investment themes.
* Statistics exclude both first and current (incomplete) financial year
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* Statistics exclude both first and current (incomplete) quarter
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Performance data assumptions
Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.
These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.
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