The Candriam Sustainable Global Equity Fund has retained a “5 IP” rating from Research IP, with a score of 4.32/5.
The Candriam Sustainable Global Equity Fund is a core global developed markets equity fund benchmarked to the MSCI World, in AUD and with net dividends reinvested.
What is the Fund’s competitive advantage?
Qualitative Research Report and Data Tear Sheet
Research IP says
“Research IP notes the impact of two separate teams in managing this Fund, the Quantitative Equity Management Team (lead by Bart Goosens) and the ESG Investment and Research Team (lead by Wim Van Hyfte). Goosens has over 30 years’ experience (including 27 at Candriam). The overall team has an average of over 20 years’ experience. The academic qualifications of the team are principally in finance, economics, and accounting. The team lead by Van Hyfte oversees the provision of ESG information to all investment teams irrespective of strategy. This dedicated ESG team is large in absolute terms but also proportionate to rest of investment team. There are 19 ESG analysts, with 18 focused on corporate investments, and 1 on government holdings. There is also a dedicated engagement team.”
“Research IP believes this is one of the few 360-degree ESG processes. To date this has been well executed. The challenge will be staying on top of this multi-faceted approach in an ever-evolving landscape.”
“Research IP notes that this strategy is categorised as ‘Article 9’ under the European Union’s Sustainable Finance Disclosure Regulation. This means the Manager/Fund has met the stringent regulatory technical standards that demonstrates the integration of sustainability risks and a sustainable investment objective. Most funds Research IP has reviewed readily claim Article 8. Article 9 is viewed very much as the next level up and requires greater focus, resources, and attention to detail.”
Research IP, 22 April 2024
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Disclaimer, Disclosures and Warnings
Research IP strongly recommends this document and report be read in conjunction with the relevant Product Disclosure Statement. Research IP gives no warranty of accuracy or completeness of information in this document. Any information, opinions, views or recommendations are general information only and do not take into consideration any person’s particular financial situation or goals and therefore does not constitute financial advice. This document should not be relied upon as a substitute for financial advice from your financial adviser.
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