Reduce the Carbon, Seize the Opportunities

Climate change can present risks for investment portfolios. As the global economy addresses these risks, the “green” economy is likely to expand, creating investment opportunities for investors.

With the right approach, investors can manage the risks and capitalize on opportunities as the world transitions to a lower carbon future as set out by many governmental initiatives around the world. The future won’t wait. Start your transition today.

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Fund Profile

Why Invest

ESG Integration and Risk Management

Climate Focus — builds climate change thematically into portfolio construction.

Improved ESG Profile — provides increased exposure to sustainable companies that are highly rated by our ESG scoring system (R-Factor™).

Negative Screening — exclusions seek to avoid companies with material ESG risk and reputational issues.

Diversification

Low-cost exposure to equities in developed countries.

Climate Targets

Green Revenues +300%

Revenues from low-carbon technology and the “green” economy. ¹

Fossil Fuel Reserves -90%

Future GHG emissions from fossil fuel reserves. ¹

Carbon Intensity -70%

Direct and indirect GHG emissions. ¹

Brown Revenues -90%

Revenues related to drilling, mining and other extractive activities ¹

How to Access

Our Funds are available on a number of platforms. Please check with the platform operator for minimum investment requirements and fees.

State Street Climate ESG International Equity Fund
APIR CODE SST0057AU

Platforms

AMP North
BT
Hub24 (inc Rhythm)
Insignia (inc Expand, Grow, Voyage, MLC)
Macquarie Wrap
NetWealth
Wealth02

Ratings

Zenith* Recommended (November 2022)
Lonsec** Recommended (March 2023)
Morningstar Rated

Contact us to request a copy of the research house rating report for this fund.

Ready to Invest?

Refer to our step-by-step guide on how to make your investment below.

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Benefits

1

Climate Aware

Favours companies with lower carbon emissions and higher exposures to green revenues, while avoiding companies with large fossil fuel reserves or significant brown revenues.

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2

ESG Scoring

Seeks increased exposure to companies with strong ESG ratings using State Street’s ESG scoring methodology (R-Factor™).

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3

Exclusionary Screening

Screens out companies with material business activity involving tobacco, controversial (including nuclear) weapons, thermal coal, gambling, alcohol or adult entertainment.²

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4

Diversified Investments

Provides investors with a cost efficient way of gaining diversified exposure to international stock markets.

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Footnotes

Disclosure

* Zenith: The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (SST0048AU: June 2022, SST0057AU: November 2022, SST4725AU: May 2022, SST0050AU December 2022) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

**Lonsec: The ratings issued: 10/2022 SST0048AU, 03/2023 SST0057AU, 09/2022 SST4725AU, 03/2023 SST0050AU, are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.

References to the State Street Climate ESG International Equity Fund (“the Fund”) in this communication are references to the managed investment scheme domiciled in Australia, promoted by SSGA Australia, in respect of which SSGA, ASL is the Responsible Entity.

This general information has been prepared without taking into account your individual objectives, financial situation or needs and you should consider whether it is appropriate for you. You should seek professional advice and consider the product disclosure statement available at www.ssga.com/au, before deciding whether to acquire or continue to hold units in the Funds. The Target Market Determination is also available at ssga.com/au.

Investing involves risk including the risk of loss of principal. Investing in foreign domiciled securities may involve risk of capital loss from unfavourable fluctuation in currency values, withholding taxes, from differences in generally accepted accounting principles or from economic or political instability in other nations. A higher re-balancing frequency for an account could mandate more trading and thus lead to added costs and tax consequences.
All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. Diversification does not ensure a profit or guarantee against loss.

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. Responsible-Factor (R Factor) scoring is designed by State Street to reflect certain ESG characteristics and does not represent investment performance. Results generated out of the scoring model is based on sustainability and corporate governance dimensions of a scored entity.
The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA Australia’s express written consent.