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Unit Trusts
that invest in companies which are meeting the demands of the new world and making a positive impact on our environment and society.
Affin Hwang World Series - Global Sustainability
Overview
Affin Hwang World Series - Global Sustainability is a fund that invests in quality global stocks with sustainable growth, at reasonable valuations, while also aiming to have a positive and measurable impact on society.
The underlying fund, Allianz Global Sustainability was launched in 1999 which is one of the oldest and best-rated sustainable investing funds in the market. It is backed by a stable, experienced investment team and has delivered long-term consistent performance.
Performance with positive societal impact
Quality: Stable above-average returns
- Long-term competitive advantage
- Strong balance sheets
- High barriers to entry
- Strong management
- Capital discipline
- Demonstrated high level of ESG performance
Secular growth
- Market leader with superior business model
- Brand strength
- Technology edge
- Long-term environment and/ or social opportunities
Value, not just “cheap”
- Attractive valuations based on a range of financial metrics
United Sustainable Series - Global Credits Fund
Overview
The United Sustainable Series - Global Credits Fund provides diversified exposure to global bonds and other credit markets and aims to maximise income throughout market ups and downs. Companies are evaluated so as to exclude those with a negative impact on the United Nations Sustainable Development Goals (SDGs).
The fund invests in the RobecoSAM SDG Credit Income as its underlying fund, which is managed by Robeco, a specialist at the forefront of sustainable investing since 1990. Robeco’s fixed income team is one of the largest in Europe, consisting of more than 30 investment professionals with an average of 18 years of experience.
Attractive regular income
The fund aims to provides a steady income stream distributed on a quarterly basis, with the objective of maximising income throughout market ups and downs.
Unconstrained and disciplined approach
Finding opportunities throughout market ups and downs
The underlying fund has the flexibility to invest in the most attractive opportunities across sectors and regions. A prudent approach is taken so as to generate stable, recurring income for investors across market cycles.
Source: Robeco. These examples are for your information purposes only and are not intended to be investment advice in any way. The value of your investments may fluctuate. Results obtained in the past are no guarantee for the future.
Positive contribution towards the United Nations Sustainable Development Goals
Finding opportunities throughout market ups and downs
The underlying fund applies a proprietary measurement framework to quantify companies’ contributions to the 17 United Nations Sustainable Development Goals (SDGs) and will not invest in bonds of corporates which detract from these goals or have a negative SDG rating.
Source : United Nations
Affin Hwang World Series - Global Climate Change Fund
Overview
Affin Hwang World Series - Global Climate Change Fund is an actively-managed thematic fund that captures opportunities around the world by investing in companies that stand to benefit from efforts to transition to a low-carbon economy.
A pioneer in climate change investing
The underlying fund, Schroder ISF Global Climate Change Equity has been successfully running since 2007 and is one of the pioneers in its field. It benefits from the expertise of investment professionals with experience in sectors like technology, energy and utilities — exactly the ones set to be impacted by climate change.
The underlying fund also draws on the expertise of a dedicated sustainability team that understands the science of climate change and its impact on economic trends and a team of data scientists to help unearth companies whose growth potential is still unrecognised by the market.
Identifying the climate change winners
The underlying fund typically invests in stocks of 40-80 companies exposed to five main investment themes:
Clean Energy
Renewable energy sources now account for nearly two-thirds of net new power capacity globally. With renewable energy becoming cheaper to develop than other forms of power generation, the rapid growth of the industry is set to continue.
Source: IEA World Energy Statistics, 2017
Sustainable Transport
Investment opportunities for sustainable transport go beyond electric vehicles. They extend across the value chain to include not only companies that supply the vehicles, but those making batteries and infrastructure, such as charging points.
Environmental Resources
The underlying fund identifies companies at the forefront of areas such as water infrastructure, biofuels, carbon removal or storage and agricultural productivity which play a critical role in helping us manage our use of the earth’s resources — a crucial part in meeting the climate change challenge.
Low-Carbon Leaders
As climate change will impact every company and industry, the fund identifies low-carbon leaders across a wide variety of sectors and regions that have technologies, production processes, products or even a corporate culture that sets them apart in terms of dealing with the challenge of climate change.
Energy Efficiency
To meet climate change targets, it is important that there is investment in new energy-efficient products and technologies. This involves developing new processes and using new lightweight materials, such as aluminium.
For illustrative purposes only and does not constitute to any recommendations to invest in the above-mentioned companies/industries/regions.
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Important notice and disclaimer
The above information shall not be regarded as an offer, recommendation, solicitation or advice to buy or sell any investment product and shall not be transmitted, disclosed, copied or relied upon by any person for whatever purpose. Any description of investment products is qualified in its entirety by the terms and conditions of the investment product and if applicable, the prospectus or constituting document of the investment product. Nothing in this document constitutes accounting, legal, regulatory, tax, financial or other advice. If in doubt, you should consult your own professional advisers about issues discussed herein. The information contained herein, including any data, projections and underlying assumptions, are based on certain assumptions, management forecasts and analysis of known information and reflects prevailing conditions as of the date of the article, all of which are subject to change at any time without notice. Although every reasonable care has been taken to ensure the accuracy and objectivity of the information contained in this publication, United Overseas Bank (Malaysia) Bhd (“UOB Malaysia”) and its employees make no representation or warranty of any kind, express, implied or statutory, and shall not be responsible or liable for its completeness or accuracy. As such, UOB Malaysia and its employees accept no liability for any error, inaccuracy, omission or any consequence or any loss/damage howsoever suffered by any person, arising from any reliance by any person on the views expressed or information provided.
This advertisement has not been reviewed by the Securities Commission Malaysia.
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