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Global equity · Alquity Investment Management

Alquity Global Impact Fund

Returns aligned with the UN Sustainable Development Goals, through ESG leaders.

Global equityUN SDG alignedESG-ledSector exclusions
Factsheets and KIDs

Strategy

The Alquity Global Impact Fund employs a data-driven strategy that integrates both equity and macro factors. It invests in ESG leaders, with over half of the portfolio allocated to companies generating more than 20% of their revenue from sustainable solutions aligned with the UN Sustainable Development Goals (SDGs).

The fund takes a flexible approach, without any growth, value, or sector bias, allowing it to adapt across market conditions.

The portfolio manager

Alquity Investment Management

The fund is run by Alquity drawing on the firm's proprietary ESG and impact research.

Factsheets and KIDs

Factsheets, UCITS KIIDs and PRIIPs KIDs are published per share class. Choose the documents for the share class and currency you hold or are considering.

Share classCurrencyISINFactsheetUCITS KIIDPRIIPs KID
Class WUSDLU1145753130Factsheet PDF →KIID PDF →KID PDF →
Class SGBPLU1049766113Factsheet PDF →KIID PDF →KID PDF →
Class IUSDLU1049766204Factsheet PDF →KIID PDF →KID PDF →
Class IGBPLU1049766386Factsheet PDF →KIID PDF →KID PDF →
Class YUSDLU1070051021Factsheet PDF →KIID PDF →KID PDF →
Class YGBPLU1070051294Factsheet PDF →KIID PDF →KID PDF →
Class YEURLU1070051377Factsheet PDF →KIID PDF →KID PDF →
Class RUSDLU1730018279Factsheet PDF →KIID PDF →KID PDF →
Class RGBPLU1049765818Factsheet PDF →KIID PDF →KID PDF →
Class AUSDLU1049765578Factsheet PDF →KIID PDF →KID PDF →
Class BUSDLU1049765735Factsheet PDF →KIID PDF →KID PDF →
Class MUSDLU1049766030Factsheet PDF →KIID PDF →KID PDF →

Fund & SICAV documents

Shared across share classes.

Prospectus PDF → Application form PDF → SFDR disclosures PDF → Annual report PDF → Semi-annual report PDF →

Other funds

Alquity WCM World Growth FundGlobal equity Alquity Future World FundEmerging markets equity Alquity Asia FundEmerging markets equity
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