Investment Objective
TGM’s Global Sustainable Development Goal (SDG) Equity strategy provides investors with highly diversified international equity exposure comprising companies that are both highly rated according to the United Nations Sustainable Development Goals and exhibit strong financial characteristics.
Investment Strategy
TGM and Sustainable Platform, the world’s leading independent SDG and ESG data provider, have partnered together with a JV agreement to undertake joint research on an international equity product with the focus on SDGs. The investment process starts with selecting highly rated SDG stocks from a universe of more than 20,000 companies globally spread across the 11 industry sector classifications as per the Global Industry Classification Standard and the 4 regional areas of North America, Europe, Asia Pacific, and Rest of the World. TGM then applies a series of financial models to derive a diversified portfolio across regions and sectors of 50 high-conviction stocks. The portfolio is regularly re-evaluated using updated SDG and financial data and rebalanced quarterly in accordance with TGM’s proprietary weighting scheme.
In addition, an optional country level overlay is applied that maintains the integrity of the underlying stock exposure to highly rated SDG stocks diversified across regions and industries, whilst managing potential tracking to the MSCI ACWI index.
Performance
TGM Global SDG Equity Strategy | TGM Global SDG Equity Strategy with Overlay | MSCI ACWI (in AUD) | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualised Return | Annualised Volatility | Return/Risk Ratio | Maximum Drawdown | Annualised Return | Annualised Volatility | Return/Risk Ratio | Maximum Drawdown | Annualised Return | Annualised Volatility | Return/Risk Ratio | Maximum Drawdown | |
Since Jan 2015 | 9.15% | 12.11% | 0.76 | -21.43% | 12.47% | 16.10% | 0.77 | -22.30% | 10.92% | 14.04% | 0.77 | -23.21% |
$10,000 invested since 2015
SDG Contributions
Supporting Links
For further information on how sustainable investing can benefit your fund please contact us here at TGM.
- The back-test period is from Jan-2015 to Feb-2024. 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 Feb-2024.
Disclaimer
This Website is for information purposes only and is not intended to be relied upon as a forecast, research or investment advice. The information on this Website does not constitute a recommendation, offer or solicitation to buy or sell any product or service or to adopt any investment strategy, nor shall any such product or service be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Although this material is based upon information that TGM considers reliable and endeavours to keep current, TGM does not assure that this material is accurate, current or complete, and it should not be relied upon as such. Any opinions expressed on this Website may change as subsequent conditions vary. Decisions based on information contained on this Website are the sole responsibility of the visitor. In exchange for using this Website, the visitor agrees to indemnify and hold TGM, its officers, directors, employees, affiliates, agents, licensors and suppliers harmless against any and all claims, losses, liability, costs and expenses arising from your use of this Website, from your violation of these Terms or from any decisions that the visitor makes based on such information.
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.
All investments involve risk and may lose value. The value of your investment can go down depending upon market conditions. All investments carry risk and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that products or services will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any kind of investing they choose to do.
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.