Nerdry DBS 9.9 Promos - Unit Trust $18 cashback
DBS is having the upcoming 9.9 extra bonus day:
Details here : https://www.dbs.com.sg/personal/extrabonusday
For me I'm expectant for the $18 cashback from Unit Trust & Digiportfolio.
There's 2 Sustainability linked UT to choose from, Ninety One Global Environment Fund & BNP Paribas Global Environment Fund.
Let me know your thoughts if you concur with me and which of the two you are going for!
I'll be going for the BNP Paribas fund because it's more well established with a good track record. However, downside is that the price is slightly more pricy than the Ninety One.
Research obtained from:
- BNP Paribas Global Environment Fund
What are the key characteristics of this fund?
Active, high conviction portfolio of 40-60 companies capturing opportunities in New Energy, Water, Sustainable Food & Agriculture, and Waste & Resource Recovery.
Bottom-up selection of innovative mid to larger cap companies with solid fundamentals, and strong growth potential. There is a notable mid-cap bias.
While overweight in the “Old Economy” sectors of: Industrials, Materials & Utilities, their focus is on innovative solutions that create energy efficiency, sustainability and a healthier environment.
Why this fund?
An ESG specialist: Impax is a specialist with over 20 years of experience in sustainable strategies and the firm’s $34 billion of AUM all belong to this asset class.
Strong performance with positive impact: Incepted in 2008, the product has generated decent returns for investors. The fund has outperformed MSCI World by more than 200bps (annualized) over the last three years.
Diversified exposure to the Environmental market: With 4 main themes and over 20 sub-themes, the fund captures the rapidly expanding investment universe while providing exposure to both cyclical and defensive stocks.
- Ninety One Global Environment Fund
What are the Key Characteristics of this fund?
Actively managed, high conviction portfolio of 20-40 companies which aim to contribute positively to the environment through Decarbonization.
Renewable Energy, Electrification & Resource Efficiency are the key investment themes.
Geographically diversified to capture the best opportunities around the world.
Why this Fund? 3 Reasons:
Comprehensive ESG process: In addition to the vigorous review of ESG factors during the bottom-up stock selection process, the team also actively engages with all portfolio companies to monitor and improve their environmental impact.
Complementary Managers: Graeme Baker has is experienced in the conventional energy sector while Deirdre Cooper focused on sustainable investing in her previous roles.
Strong performance with positive impact: Since inception in 2019, the fund has outperformed MSCI ACWI by over 130bps on an annualized basis with measurable carbon emissions avoided.