Investment Objective

The TGM Global Sustainable Development Goal (SDG) Equity Strategy with Downside Protection (DP), provides investors with highly diversified international equity exposure comprising companies that are highly rated according to the United Nations Sustainable Development Goals and exhibit strong financial characteristics, whilst also including a downside protection overlay to reduce the impact on the portfolio from market drawdowns.

Investment Strategy

TGM has formed partnerships with Sustainable Platform, to undertake joint research on an SDG global equity strategy, and Alpha Vista (AV) to develop a downside protection overlay strategy. The investment process begins with the selection of highly rated SDG stocks from a universe of over 20,000 global companies across 11 industry sectors as per the Global Industry Classification Standard and four regional areas. TGM applies a series of financial models to create a diversified portfolio across regions and sectors of 50 high conviction stocks. The portfolio is always invested in physical SDG stocks with the overlay strategy dynamically shifting exposure to the AV Defensive Strategy during market turbulence. The portfolio, which remains unleveraged at all times, is re-evaluated regularly using updated SDG and financial data, and rebalanced quarterly following TGM’s proprietary weighting scheme.

Performance

TGM Global SDG DP Equity Strategy MSCI ACWI (in AUD)
Annualised Return Annualised Volatility Return/Risk Ratio Maximum Drawdown Annualised Return Annualised Volatility Return/Risk Ratio Maximum Drawdown
Since Jan 2005 15.37% 9.73% 1.58 -9.46% 8.04% 11.03% 0.73 -37.71%
WP Data Tables

$10,000 invested since 2005

Drawdown Profile

SDG Contributions

For further information on how sustainable investing can benefit your fund please contact us here at TGM.

  • The back-test period is from Jan-2005 to Jun-2023. The performance numbers are in AUD and are net of transaction costs and before management fees.
  • Note that the UN SDG’s were only introduced in 2015 and so, for the simulated results prior to 2015, we have used data provided by Sustainable Platform, our SDG data partner, who have created an historical SDG database.
  • Statistics are for the portfolio as at Jun-2023.

Disclaimer

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The investments and strategies discussed in the Website may not be suitable for all investors and are not obligations of TGM or its affiliates or guaranteed by TGM or its affiliates. TGM makes no representations that the contents are appropriate for use in all locations, or that the products or services discussed on this site are available or appropriate for sale or use in all jurisdictions or countries, or by all investors or counterparties. By making available information on the Website, TGM does not represent that any investment vehicle is available or suitable for any particular user. All persons and entities accessing the Web Site do so on their own initiative and are responsible for compliance with applicable local laws and regulations.

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Past performance whether actual or simulated performance is not necessarily indicative of future results. Unless specifically noted otherwise, all return examples provided on our website and publications are based on simulated results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because simulated performance and past performance are not necessarily indicative of future results.