The Investment Manager currently makes available ESG Orientated Funds, which promote one or more environmental and/or social characteristics, and a Sustainable Investment Fund, which has a sustainable investment objective. Further information about the ESG Orientated Funds and the Sustainable Investment Fund can be found in the sustainability-related disclosures linked below. The sustainability-related disclosures shall be reviewed annually and a clear explanation for any amendments made to such disclosures shall be published at the end of such disclosures.
Emerging Markets Equity Selection Fund
Emerging Markets Responsible Equity Fund
Global Developed Concentrated Equity Fund
Global Developed Equity Selection Fund
Global Ex-US Equity Selection Fund
Global Small Cap Equity Selection Fund
Quantitative Global Equity Selection Fund
US Small Cap Core Equity Selection Fund
US All Cap Equity Selection Fund
Translations: Please click here to view translated summaries for each of these sustainability-related disclosures.
Global Sustainable Equity Impact Fund
Translations: Please click here to view translated summaries for each of these sustainability-related disclosures.
For further information on the Investment Manager's approach to ESG, please visit this website: https://www.fisherinvestments.com/en-us/institutional-investing/responsible-investing. A copy of the Investment Manager’s ESG Policy Statement can be found here:
The EU’s Regulation on the Establishment of a Framework to Facilitate Sustainable Investment (Regulation EU/2020/852) (the “Taxonomy Regulation”) establishes a framework to facilitate sustainable investment and sets out harmonised criteria for determining whether an economic activity qualifies as environmentally sustainable. An investment would be considered as environmentally sustainable where its economic activity (i) contributes significantly to one or more of the environmental objectives included in the Taxonomy Regulation (which includes (a) climate change mitigation, (b) climate change adaptation, (c) the sustainable use and protection of water and marine resources, (d) the transition to a circular economy, (e) pollution prevention and control and (f) the protection and restoration of biodiversity and ecosystems), (ii) does not significantly harm any of the environmental objectives included in the Taxonomy Regulation, (iii) is carried out in compliance with minimum safeguards (as prescribed in the Taxonomy Regulation) and (iv) complies with technical screening criteria established by the European Commission. The Taxonomy Regulation requires the Company to provide transparency on how the ESG Orientated Funds and the Sustainable Investment Fund contribute to environmentally sustainable economic activities.
The Taxonomy Regulation disclosures for the ESG Orientated Funds and the Sustainable Investment Fund can be found in their respective pre-contractual annexes attached to their Supplements. The investments included in the Mainstream Funds do not take into account the EU criteria for environmentally sustainable economic activities.
The Company’s Annual Report and Audited Financial Statements (found on this webpage) includes a description of the extent to which environmental or social characteristics were met in the ESG Orientated Funds and the overall sustainability-related impact of the Sustainable Investment Fund for the time period covered in such report.
Should any changes be made to this disclosure in the future, a clear explanation of such changes will be published here.
Implemented Changes
In January 2022, this disclosure was updated to:
In December 2022, this disclosure was updated to:
In February 2025, this disclosure was updated to:
For further information on the Investment Manager's approach to ESG, please visit this website: https://www.fisherinvestments.com/en-us/institutional-investing/responsible-investing.
These products are based in Ireland and are not subject to the UK sustainability investment labelling and disclosure requirements. More information regarding the UK sustainability investment labelling and disclosure requirements can be found at https://www.fca.org.uk/consumers/sustainable-investment-labels-greenwashing.
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