Nomura Funds Ireland –
Global Sustainable Equity Fund
Investing globally for returns and positive impact
Nomura Funds Ireland – Global Sustainable Equity Fund
Our Investment Approach
The Nomura Global Sustainable Equity Fund is a concentrated global equity strategy that seeks to deliver strong risk adjusted returns through investing in companies that have the greatest total positive impact on society.
The strategy has a strong bias towards quality and does not invest in companies that have a clear negative impact on our planet and society. The strategy capitalizes on Nomura’s successful core global equity investment platform and long standing track record as responsible investors.
The team focuses on individual stock selection with an emphasis on the timely purchase of a select number of high quality businesses trading below their intrinsic values. It implements a unique, collegiate stock selection process combined with proprietary ‘Total Stakeholder Impact’ framework and UN Sustainable Development Goals analysis.
Introducing the team
Portfolio management of the strategy is led by Alex Rowe with Tom Wildgoose as co-manager. The portfolio managers are supported by a team of investment professionals, based in London and Malaysia.
In addition, Alex Rowe and Tom Wildgoose have access to both top-down risk analytics and bottom-up asset selection ideas through Nomura’s global network of analysts. This enables the team to make investment decisions driven by individual company analysis whilst avoiding macro-economic, portfolio aggregate exposures.
Portfolio Overview
- Concentrated, truly active global equity investing: 30 to 40 positions
- Positive approach to investing in companies that have the greatest total positive impact on all stakeholders
- UN Sustainable Development Goals embedded throughout the investment process
- Leverages our successful global equity investment platform and Quality at Discount Valuation approach
Potential significant risks
Investing in emerging markets carries risks and involves special aspects not typically associated with investments in more established economies or securities markets.
Launched April 2019, publicly reported paper track record from July 2017.
Investment Objective |
To achieve long-term capital growth through investment in a relatively concentrated, actively managed portfolio of global equity securities issued by companies with a high overall positive impact on society. |
Fund Size |
USD 35.2 million (as at 31.03.2024) |
Investment Company |
Nomura Asset Management U.K. Ltd. |
Fund Managers |
Alex Rowe, CFA, Lead Portfolio Manager, |
Launch Date |
15.04.2019 |
Base Currency |
USD |
Sector |
Equity – International |
Benchmark |
MSCI All Countries World |
Domicile |
Ireland (Nomura Funds Ireland plc) |
| Fund | ISIN | Annual Report |
Semi-annual Report |
Fact Sheet |
Sales Pospectus |
PRIIPs KIDs (English) |
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| Class A EUR | IE00BJ1GXP52 |
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| Class A USD | IE00BJ1GXN39 |
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| Class F USD | IE00BMWHRZ63 |
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| Class I EUR | IE00BJ1GXS83 |
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| Class I USD | IE00BJ1GXR76 |
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A German version of the prospectus can be found here.
The English version of the prospectus is legally binding.
The table comprises a selection of the current available share classes (partly not yet active) for the stated Nomura Funds Ireland plc. mutual fund.
As per January 2024
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