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

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

MSCI ESG Rating: A

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

About this fund.

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

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

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 a nearly 100% 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.