Unigestion launches Article 9 Compliant Climate Transition Equity Fund
Unigestion, the independent, specialist asset manager with 17 years history in responsible investing, is pleased to announce the launch of a global equity fund focused on addressing the transition to a low carbon economy.
The Unigestion Climate Transition Fund, which has been launched this week, is an actively-managed, high conviction UCITS fund that is compliant with Article 9 of the SFDR and meets TCFD recommendations. In addition to delivering performance, the fund seeks to generate ‘social alpha’ by contributing to SDGs 7 (affordable and clean energy) and 13 (climate action), while adhering to the highest standards of sustainable investing.
The Fund, lead managed by Sara Razmpa within the Equities Team, invests in a focused range of 50-70 companies addressing climate change, in line with adaptation and mitigation activities defined by the EU Taxonomy. The Fund employs a rigorous investment process that combines human insight and leading-edge technology to select holdings that fit one of two categories – mitigators and enablers.
Companies in the mitigators category are those best placed to navigate the transition to a low carbon future – proactively integrating evolving regulatory demands, leveraging emerging technologies to improve efficiency and adapting to more environmentally conscious consumers.
Companies regarded as enablers are key technological solution providers aiding other sectors in their transition journeys. They will help ensure emission compliance for heavy industry, utilise lower impact materials to improve overall supply chain carbon costs and apply existing solutions to novel markets. Further details of the types of companies the Fund will invest in are contained in a recent research paper ‘Finding the leaders on the path to a low carbon future’, which you can read here.
Transitioning to a sustainable economy will require asset managers to deploy a huge amount of capital, presenting significant opportunities for investors but also risks. These risks, such as around valuation, crowding and data accuracy, need to be rigorously managed by portfolio managers while – at the same time – meeting the growing demand for social alpha on top of performance.
Fiona Frick, Chief Executive Officer of Unigestion, said:
« The Unigestion Climate Transition Fund seeks to address these requirements, standing out from its peers by providing investors with an SFDR Article 9 product that has a clear mandate to outperform as well as to deliver social alpha by contributing to two SDGs. We will leverage our 17 years of experience in responsible investment, combining the skills of our fund managers with our technological process, to provide a product that will provide access to the full spectrum of climate transition opportunities. »
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