NT World Small Cap ESG

Risk score: 6/7

The higher the score, the riskier the fund 
invests.

AuM: €1.3 billion

How much capital the fund manages

SFDR: Article 8

The extent to which a financial product takes sustainability factors into account and invests according to environmental, social and good governance criteria, according to the SFDR classification.

MSCI ESG rating: A

The score indicating the extent to which the fund takes into account
 people, the environment and society according to the MSCI ESG classification.

About this fund.

This investment fund follows the MSCI World Small Cap Custom ESG Low Carbon Index as closely as possible. The fund invests in companies with a low market capitalization in mature markets around the world. The fund invests in sectors such as:

• Industries
  These include construction companies
  ‍
• Financial services
  These include banks, insurers, pension funds and credit card companies.
  
• Information Technology

  These include computer companies, online platforms and software companies.
  ‍

The fund generally has a high risk and is suitable for investors who want to invest in the medium and/or long term. The fund is used in the asset management plans.

The fund is an FGR fund. FGR funds are specifically aimed at the Dutch investor. They are subject to the standard tax treatment in the Netherlands and may offer advantages over funds located abroad, such as the recovery of dividend tax, which results in lower costs and therefore a better return.

According to Northern Trust, the ESG policy of this fund leads to a reduction of almost 100% in potential CO2 emissions per million dollars invested compared to the standard benchmark without ESG integration.

Want to know more about this fund? Read the factsheet here.