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Key documents
Investment objective
To provide an above average rate of return and long-term capital appreciation through targeted investments in a diversified mix of global companies operating across industry sectors. The Sub-Fund shall not invest in issuers and index replicating vehicles that include issuers directly involved in extracting, processing or transporting coal, oil or natural gas ("fossil fuels"), or issuers included in "The Carbon Underground 200". In addition, the Sub-Fund shall exclude issuers on the basis of other "socially responsible" criteria.
- Benchmark
MSCI World Total Return Net Index
Sustainability-related disclosure
Fund specific risks
- Currency Hedging Risk: Hedging currency risks may protect investors against a decrease in the value of the Reference Currency relative to the Hedged Share Class, but it may also preclude investors from benefiting from an increase in the value of such currencies. All costs and gains/losses of hedging transactions are borne by the relevant Hedged Share Classes
- Currency Risk: Sub-Funds are invested in securities denominated in different currencies other than the Reference Currency. As a result, changes in the value of the Reference Currency compared to other currencies will affect the value in the Reference Currency of any securities denominated in another currency
- Derivative Risk: Derivative instruments are highly sensitive to changes in the value of the underlying asset that they are based on. Certain derivatives may result in losses greater than the amount originally invested
- International Investment Risk: Investments on an international basis are subject to uncertainties, including; changes in government policies, taxation, fluctuations in foreign exchange rates, accounting and financial reporting standards, and fluctuations in value due to discrepancy of currency
- Large Shareholder Risk: Investors holding a large portion of issued and outstanding shares of a Sub-Fund are likely to incur transaction costs in case of redemptions
- Market Risk: The market value of a Sub-Fund’s investments will fluctuate based on specific company developments, broader equity or fixed-income market conditions, economic and financial conditions
- Participatory Note Risk: Sub-Funds investing in participatory notes are exposed to movements in the value of the underlying equity and the risk of counterparty default, which can potentially lead to the loss of the full market value of the equity
This is a marketing communication. There are several risks associated with investing in this product. Please refer to the prospectus of the fund and to the KIID available on this website before making any final investment decisions.
CANDRIAM IMPORTANT INFORMATION
Candriam, a partnership limited by shares (société en commandite par actions), with its registered office at SERENITY ‐ Bloc B, 19‐21 route d’Arlon, L‐8009 Strassen (G.D. Luxembourg), has been appointed as Luxembourg management company of the funds included in this document. This marketing communication does not constitute an offer to buy or sell financial instruments, nor does it represent an investment recommendation. The management company cannot be held liable for any direct or indirect losses as a result of the use of this document. Investor rights and complaints procedure, are accessible on the management company’s dedicated regulatory webpages https://www.candriam.com/en/professional/legal-information/regulatory-information/. According to the applicable laws and regulations, the management company may decide to terminate the arrangements made for the marketing of a relevant fund at any time. The risk of loss of the principal is borne by the investor.
Investment approach
- Focused fund of credible businesses at attractive valuations
- High conviction approach paired with Socially Responsible Investment (SRI) screening criteria, which excludes businesses involved in the areas of alcohol, gaming, weapons, adult entertainment, tobacco and predatory lending
- Performance that’s driven by stock-specific risk, a source of return that has no persistent correlation to other active return
Team philosophy
We have a strong collaborative culture based upon teamwork, transparency, alignment and continuous improvement
We aim to invest in “great businesses’ at attractive valuations, using a ‘Competitive Dynamics’ assessment in our process
We integrate ESG factors into our investment decisions and engage with issuers on ESG issues
Habib Subjally
Head of RBC Global Equities, RBC Global Equity
Habib is a senior portfolio manager and head of Global Equities at RBC Global Asset Management, where he leads a team of 11 global sector specialists. Prior to joining the firm in 2014, Habib had worked as head of Global Equities, head of Small & Mid Cap Research, and head of North American and Global Equities Research for a number of global asset management firms. He started his career in the investment industry in 1994. Habib holds a Bachelor of Science from the London School of Economics. He is also an Associate of the Society of Investment Professionals and a Chartered Professional Accountant.
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