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.


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

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.


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