NT World Custom

Risk score: 6/7

The higher the score, the riskier the fund invests.

AuM: €7.3 billion

How much capital the fund manages

MSCI ESG rating: AA

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

SFDR: Article 8

To what extent a financial product considers sustainability factors and invests according to environmental, social and good governance criteria, according to the SFDR classification.

About this fund.

This mutual fund tracks the MSCI World Custom ESG Index as closely as possible. The fund invests in companies in developed markets, such as Europe and North America, in sectors such as:

• Information Technology
  These include computer companies, online platforms and software companies.
  
  
• Financial services
  These include banks, insurance companies, pension funds and credit card providers.

• Healthcare
  These include companies and organizations active in the pharmaceutical industry and medical products and services.
  

This fund invests in well-known companies such as Apple, Microsoft, Amazon, Tesla and Johnson & Johnson. The fund is generally high risk and is suitable for investors who want to invest in the medium and/or long term. The fund is used in asset management plans.

The fund is an FGR fund. FGR funds are specifically aimed at Dutch investors. They are subject to the standard tax treatment in the Netherlands and can offer advantages over funds domiciled abroad, such as reclaiming dividend tax, which provides lower costs and thus better returns.

According to Northern Trust, this fund's ESG policy results in an approximately 11% reduction in potential carbon emissions per million dollars invested compared to the standard benchmark without ESG integration.

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