FUNDS - F&C BMO Responsible Global Emerging Markets Equity
Last update on: 29/10/2021

Fundname
F&C BMO Responsible Global Emerging Markets Equity

Investment Trusts
BMO Global Asset Management
Asset Manager
LGM Investments

Fund data (Equity Fund)

   
Fund size

(as of 30/09/2021)

728.16 mil. USD
Share class size

(as of 30/09/2021)

155.15 mil. USD
ISIN LU0153359632
Fund price (as of 29/10/2021)
Offer n.s.
Bid 31.87 US-Dollar

Growth (as of 29/10/2021) *

   
10 Years 79.00 %
5 Years 40.88 %
3 Years 31.17 %
1 Year 13.55 %
Current year 5.93 %
Benchmark MSCI Emerging Markets

* in Euro (€)

Master data of Funds
ISINLU0153359632
Launch date 01/07/1994
Available in AT, CH, DE, FI, FR, GB, IE, LU, NL, SE
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment The purpose of BMO Responsible Global Emerging Markets Equity is to provide a medium through which investors may participate in an actively managed portfolio, primarily invested in equity and equity-related securities of companies in emerging markets worldwide.
Investment strategy BMO Responsible Global Emerging Markets Equity will invest at least two thirds of its total assets in equity and equitylinked securities (excluding convertible bonds and bonds with warrants), of companies that are incorporated under the laws of, and have their registered office in, an emerging market country, or that derive a predominant part of their economic activity from emerging market countries, even if listed elsewhere.
Investment process BMO Responsible Global Emerging Markets Equity will only invest in companies following certain governance and sustainability standards:
Good Governance: Companies in which BMO Responsible Global Emerging Markets Equity invests will be required to meet good governance standards. Such standards shall include: board balance and independence, transparency and disclosure and the protection of shareholder rights.
Clear Commitment to Sustainability: Companies in which BMO Responsible Global Emerging Markets Equity invests must demonstrate a clear commitment to sustainable environmental and social practices. The Investment Manager will also evaluate if the proposed companies have been the subject of serious or ongoing concerns about unsustainable business practices such as environmental pollution, human rights and labour standards abuses, corruption and abuse of minority shareholders.
BMO Responsible Global Emerging Markets Equity will primarily invest in the equity securities of those companies that the Investment Manager considers to be undervalued and to have potential for earnings growth and the management and financial resources to achieve it.
Positive criteria Good Governance, Clear Commitment to Sustainability
Negative criteria for stocks and corporate bonds Ethical and Social:
- alcohol/spirits
- gambling
- furs
- fur industry
- pornography
- tobacco products
- animal experimentation
- violations of human rights
- weapons/armaments

Environment:
- chlorine or agrochemicals (e.g. biocides)
- fossil fuels
- genetically modified organisms
- nuclear energy (operation or component manufacture)
- coal
- oil from oilsands
- violations of the Biodiversity Convention

Other:
- authoritarian regime
- controversial business practices
- road construction
- environmentally harmful activities/products
- violations of security and health regulations

Negative criteria for government bonds n.s.
Research done by Inhouse
 

This fund profile is aligned with the fund company.

 

 

*no exclusion but part of the analysis