Designed to greatly reduce the average carbon intensity and to exclude companies that fail to pass ESG-focused screens.
Low-cost access to a range of companies
Utilising carbon data from a leading provider, S&P Global Trucost, to greatly reduce average carbon intensity
Screens out companies that derive significant revenue from objectionable practices, industries or product lines, as well as those identified as ESG laggards
Registered and regulated in Australia (US Tax Forms, such as a W-8BEN Form, are not required from investors)
The trend is undeniable – climate investing is more than a theme, it’s becoming part of the investment landscape.
1Source: State Street Global Advisors, Morningstar. Data from February 2012 to January 2022.
2Estimated and unaudited ESG AUM as of December 31, 2022 for client mandates in the following categories specified in the SSGA ESG Account Identification Policy:
Equity securities may fluctuate in value and can decline significantly in response to the activities of individual companies and general market and economic conditions.
Investing in foreign domiciled securities may involve risk of capital loss from unfavorable fluctuation in currency values, withholding taxes, from differences in generally accepted accounting principles or from economic or political instability in other nations.
Investments in emerging or developing markets may be more volatile and less liquid than investing in developed markets and may involve exposure to economic structures that are generally less diverse and mature and to political systems which have less stability than those of more developed countries.
Companies with large market capitalizations go in and out of favor based on market and economic conditions. Larger companies tend to be less volatile than companies with smaller market capitalizations. In exchange for this potentially lower risk, the value of the security may not rise as much as companies with smaller market capitalizations.
Investments in mid-sized companies may involve greater risks than in those of larger, better known companies, but may be less volatile than investments in smaller companies.
The returns on a portfolio of securities which exclude companies that do not meet the portfolio's specified ESG criteria may trail the returns on a portfolio of securities which include such companies. A portfolio's ESG criteria may result in the portfolio investing in industry sectors or securities which underperform the market as a whole.