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  • Writer's pictureLisa Perry

PortfolioMetrix BCI Sustainable World Equity Fund of Funds Launch

Updated: May 2, 2023


We are excited to announce that the PortfolioMetrix BCI Sustainable World Equity Fund of Funds is now available to investors.

In January 2022, our Sustainable World portfolios in the United Kingdom reach their 5-year track record. While running those portfolios, we’ve developed a specialist capability in global ESG (Environmental, Social, Governance) investing and have made the Sustainable World Equity Fund of Funds available to investors who want their investments to focus on positively impacting society and the environment as well as generating strong financial returns.

Features: The key features of the PortfolioMetrix BCI Sustainable World Equity Fund of Funds are that it:

  1. Looks to achieve a positive social and environmental impact without sacrificing clients’ financial objectives

  2. Invests in funds that:

    • Focus on companies that deliver a clear positive net benefit to society and the environment

    • Focus on sustainability of product, service and business operations when selecting companies to invest in

    • Seek to improve the behaviour of the companies invested in

    • Exclude industries and specific companies with negative social or environmental impacts

Please download the client guide for more information.


PMX Sustainable World Client Guide SA
.pdf
Download PDF • 8.09MB


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