BMO Responsible Global Equity Fund

    In Short

    NameBMO Responsible Global Equity Fund
    Asset ClassListed Equity
    NordSIP CategoryActive SRI
    Fund ProfileAvailable here
    HållbarhetsprofilenAvailable here
    Morningstar4 globes
    Available here
    StructureLuxembourg UCITS
    AvailabilityRegistered for investment in Sweden, Norway, Finland and Denmark
    ManagerJamie Jenkins

    Strategy description

    The strategy seeks to actively invest in companies that stand to benefit from or substantially contribute to trends in sustainable development whilst avoiding companies with damaging or unsustainable business practices. BMO will also use its influence as an investor to encourage best practice management of ESG issues through engagement and voting

    SRI Highlights

    • Through its ‘invest, avoid, improve’-approach, the fund has a focus on quality, growth companies that are demonstrating a clear commitment to sustainability and positive contributions to society
    • Engagement is an integral part of our investment philosophy and progress is reported on in a structured manner
    • Producing compelling and periodic content for clients and the public on active ownership activities, impact and topical ESG issues.





    International Norms: companies whose activities clearly infringe international agreements and which are complicit in human rights abuses (following the UN guiding principles and OECD guidelines).

    Fossil fuel / Thermal coal: companies that derive over 10% of their revenues from the extraction of thermal coal, oil and gas companies whose production derived from oil sands is 1% or more of total production and extractives companies undertaking exploration and production activities in sensitive areas.

    All Weapons including Anti-personnel mines, Cluster munitions, Nuclear, Biological & Chemical Weapons

    Tobacco: companies that derive any turnover from the manufacture of tobacco products or derive 10% or more of turnover from the sale of tobacco products.

    Gambling: companies whose core business is gambling, such as casinos or derive 10% or more of their total revenues from gambling, such as hotels or restaurants.

    Pornography: companies involved in the production or distribution of pornographic materials or retailers that derive more than 3% of turnover from the sale of such material.

    Alcohol: companies that derive any turnover from the production of alcoholic beverages, that derive over 33% of turnover from selling alcohol or derive over 10% from bottling, wholesale or sale.