Standard Life Sustainable Index Emerging Market Equity Pn

SRI Style:

Sustainability Tilt

SDR Labelling:

-

Product:

Pension

Fund Region:

Emerging Markets

Fund Asset Type:

Equity

Launch Date:

14/06/2022

Last Amended:

Dialshifter ():

Fund Size:

£911.70m

(as at: 31/12/2023)

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

The SL Sustainable Index Emerging Market Equity Pension Fund invests primarily in the PUTM ACS Sustainable Index Emerging Market Equity Fund. The aim of the PUTM ACS Sustainable Index Emerging Market Equity Fund is summarised below.

The fund aims to provide a total return (a combination of capital growth and income), delivering an overall return in line with the MSCI Emerging Markets Select ESG Climate Solutions Target Index (the “Index”), before management fees and expenses.

The Index is based on the MSCI Emerging Markets index (the “Parent Index”) and is constructed using an optimisation process which seeks to increase exposure to positive environmental, social and governance (ESG) factors including minimising the carbon exposure and increasing clean technology solutions exposure.

The fund aims to achieve this objective by investing at least 90% of the portfolio in equities and equity related securities of companies that are constituents of the Index in approximate proportion to their weightings in the Index. All securities in the fund must be equity or equity related securities considered either large or midcap on Emerging Markets. The fund may also invest in other transferable securities, money-market instruments, deposits, cash and near cash and other collective investment schemes. Derivatives will be used for efficient portfolio management only.

(Source: SL fund factsheet, December 2023)

Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

Standard Life Sustainable Index Emerging Market Equity Pn

Sustainability Tilt - Pension Emerging Markets Equity 14/06/2022

Fund Size: £911.70m

(as at: 31/12/2023)

Sustainable, Responsible &/or ESG Overview

Information received directly from Fund Manager

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Sustainable, Responsible &/or ESG Policy:

The SL Sustainable Index Emerging Market Equity Pension Fund invests primarily in the PUTM ACS Sustainable Index Emerging Market Equity Fund. The aim of the PUTM ACS Sustainable Index Emerging Market Equity Fund is summarised below.

The fund aims to provide a total return (a combination of capital growth and income), delivering an overall return in line with the MSCI Emerging Markets Select ESG Climate Solutions Target Index (the “Index”), before management fees and expenses.

The Index is based on the MSCI Emerging Markets index (the “Parent Index”) and is constructed using an optimisation process which seeks to increase exposure to positive environmental, social and governance (ESG) factors including minimising the carbon exposure and increasing clean technology solutions exposure.

The fund aims to achieve this objective by investing at least 90% of the portfolio in equities and equity related securities of companies that are constituents of the Index in approximate proportion to their weightings in the Index. All securities in the fund must be equity or equity related securities considered either large or midcap on Emerging Markets. The fund may also invest in other transferable securities, money-market instruments, deposits, cash and near cash and other collective investment schemes. Derivatives will be used for efficient portfolio management only.

(Source: SL fund factsheet, December 2023)