In Short
Name | BMO Responsible Global Emerging Markets Equity |
Asset Class | Multi-Assets (Equity & FI) |
Geography | Emerging Markets |
Theme/Sub-class | SRI |
NordSIP Category | Core/Impact |
Fund Profile | Available here |
Hållbarhetsprofilen | Available here |
Morning Star | 3 globes Available here |
Product/Strategy | Luxembourg UCITS |
ISIN | LU0234759529 |
Availability | Registered for investment in Sweden, Norway, Finland and Denmark |
Manager | Rishikesh Patel, Gokce Bulut, Sam Mahtani |
Strategy description
Coupled with engagement efforts, we aim to generate strong long-term, risk-adjusted returns by investing in high-quality companies that help address sustainable development challenges in emerging markets.
SRI Highlights
- Engagement is an integral part of our investment philosophy and progress is reported on in a structured manner
- Increasing focus on identifying stocks that provide innovative solutions to sustainable
- Producing compelling and periodic content for clients and the public on active ownership activities, impact and topical EM ESG issues
Exclusions
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.