L&G Healthcare Breakthrough UCITS ETF
IE00BK5BC677
| Issuer | LGIM Managers (Europe) Limited |
|---|---|
| Fund provider | Legal & General Investment Management Limited |
| Fund type/Asset class | ETF |
| Legal form | UCITS |
| Fund issue date | 25/06/2019 |
| Last Update | 04.01.2024 |
| Benchmark | ROBO Global® Healthcare Technology and Innovation Index TR |
| Tranche | - |
Risk Indicator (PRIIP)
6 of 7
Licensed in
D,
A,
CH,
LU
Classification by SFDR
-
EU Taxonomy
-
% of Sustainable Investments according to SFDR
-
Principal Adverse Impacts
No explicit details regarding the principal adverse impacts.
Sustainable Development Goals
No explicit details regarding the Sustainable Development Goals
Normal allocation
| Equities | 99 % |
|---|---|
| Bonds | Excluded |
| Money market/Bank deposits | Excluded |
| Commodities | Excluded |
| Direct investments | Excluded |
| Derivatives | Excluded |
| Other | Cash 1 % |
Sustainability approach
| Principal Adverse Impacts |
-
|
|---|---|
| Further remarks on the consideration of SDGs | - |
| Rationale behind classification according to SFDR | - |
| Engagement | Yes, organized internally Link to engagement policy |
| Voting | Yes, organized internally Link to voting policy |
| Best-in/of-Class | No |
| ESG-Integration | Yes There are 48 LGIM employees with roles dedicated to ESG activity. This covers leadership positions to implement our responsible investing strategy across our Investment Stewardship, Investments, Distribution and Product teams, as well as our research and engagement groups that span both public and private assets. In addition, there are a further 62 colleagues whose roles involve a substantial contribution to our responsible investing capabilities and whose objectives reflect this, although they also have other responsibilities beyond ESG integration. |
| Norm-based screening |
UN Global Compact
ILO core labour standards
OECD Guidelines for Multinational Enterprises
|
| Themes |
SDGs
The Fund has a sustainable objective as it invests in companies which (i) contribute to a social objective, (ii)
do not significantly harm any environmental or social objectives and its investee companies follow good
governance practices. The investment objective of the Fund is to provide exposure to the global healthcare
technology industry. The Fund is passively managed and pursues its investment objective by seeking to
track the performance of the Index. The Index differs from a broad market index as it seeks to provide
exposure to companies which are actively engaged in the healthcare technology value-chain which seek to
contribute to increased efficiency and effectiveness in healthcare and promote advancements and innovation
in the healthcare industry. Further information on the Index can be found in the “Index Description” section
below, and at http://roboglobal.com/eu-index.
|
| Impact Investing |
Environmental
Social
Governance
|
| Further information on the sustainability approach | - |
Research and Transparency
| In-house sustainability analysis | No, Global Research and Engagement Groups - The groups consist of over 70 analysts focused on tackling emerging ESG issues across a range of sectors agnostic to the capital structure. These include supply chains, biodiversity, and climate change |
|---|---|
| Research partners | Yes Sustainalytics |
| Percentage of portfolio with sustainability analysis | 100 % |
| Strategically important suppliers included | No |
| Sustainability advisory committee | No The LGIM Companies’ internal processes for identifying sustainability risks are largely supported by the Global Research and Engagement Groups which bring together representatives from the investment and investment stewardship teams in every region and |
| Analysis of portfolio CO2 | No |
| Sustainability reporting | No https://www.lgim.com/uk/en/capabilities/investment-stewardship/ |
| At least monthly portfolio publication | Yes Link to monthly portfolio publication |
| Certification/Label awarded by independent auditors |
-
|
Environmental
Exclusion of sectors / areas of business – companies
| Fossil fuels (Coal, Oil and Gas) | Yes 5 % Turnover threshold |
|---|---|
| Nuclear power (operation and components) | Yes 5 % Turnover threshold |
| Green genetic engineering | No |
| Chlorine and agrochemicals (biocides) | No |
| Other | - |
Exclusion of business practices – companies
| Environmentally damaging behaviour | Yes |
|---|---|
| Damage to biodiversity | No |
| Other | - |
Exclusion criteria – countries
| Non-ratification of the Paris Climate Agreement | No |
|---|---|
| Non-ratification of the Protocol on Biosafety | No |
| Non-ratification of the UN Biodiversity Convention | No |
| Nuclear power by proportion of gross energy production | No |
| Other | - |
Social
Exclusion of sectors / areas of business – companies
| Weapons/Armaments | Yes 5 % Turnover threshold |
|---|---|
| Cluster bombs and anti-personnel mines | Yes |
| Weapons of mass destruction (ABC/CBRN) | Yes |
| Tobacco products | Yes 5 % Turnover threshold |
| Pornography | Yes 5 % Turnover threshold |
| Spirits/Alcohol | Yes 5 % Turnover threshold |
| Gambling | Yes 5 % Turnover threshold |
| Other | - |
Exclusion of business practices – companies
| Labour rights (ILO core labour standards) | No |
|---|---|
| Exploitative child labour | No |
| Violation of human rights | No |
| Animal testing | No |
| Other | - |
Exclusion criteria – countries
| Labour rights | No |
|---|---|
| Violation of human rights | Yes |
| Military spending as a percentage of GDP | No |
| Death penalty, torture | No |
| Countries classified by Freedom House as not free | No |
| Violations of the Nuclear Non-Proliferation Treaty | No |
| Violations of other non-proliferation treaties | No |
| Other | - |
Governance
Exclusion of business practices – companies
| Corruption and bribery | Yes |
|---|---|
| Tax: planned avoidance & detected violations | No |
| Other | - |
Exclusion criteria – countries
| Corruption | No |
|---|---|
| Other | - |
More on data availability
-
EU Taxonomy
It is possible that reported KPIs for taxonomy eligibility and alignment (being limited to corporate issuers / including only selected economic activities) are low or that KPIs cannot be reported due to limited data availability. Data may be available with a time lag. Data comparability may be limited due to differences in the scope of the economic activities considered. As soon as data is available in sufficient quantity and quality, it will be published in accordance with regulatory requirements.
Quelle: Unternehmensangaben. | Für die Angaben der Unternehmen kann keine Haftung übernommen werden. Die Angaben dienen nur zur Information und stellen keine Beratung oder Empfehlung dar. Bitte beachten Sie den Haftungsausschluss unter www.forum-ng.org/disclaimer. Das FNG-Nachhaltigkeitsprofil bietet nur einen ersten Überblick und ist kein Ersatz für eine eigenständige Analyse. Weiterführende Erläuterungen finden Sie unter www.forum-ng.org
FNG-Sustainability profiles disclaimer
- Bei den vorstehenden Angaben im Rahmen der FNG-Nachhaltigkeitsprofile handelt es sich lediglich um Zusammenstellungen, Übersichten oder Sortierhilfen, die vom Forum Nachhaltige Geldanlagen e.V. wertungsfrei bereitgestellt werden.
- Es wird ausdrücklich darauf hingewiesen, dass das Forum Nachhaltige Geldanlagen e.V. weder die Richtigkeit und Vollständigkeit noch die Plausibilität der in den FNG-Nachhaltigkeitsprofilen enthaltenen Angaben überprüft hat. Diese Angaben beruhen ausschließlich auf den von den jeweiligen Anbietern bereitgestellten Daten, auf die das Forum Nachhaltige Geldanlagen e.V. keinen Einfluss hat.
- Die Aktualität der eingegebenen Daten richtet sich nach dem im FNG-Nachhaltigkeitsprofil des jeweiligen Produkts angegebenen Aktualisierungsdatum, wiedergegeben ist also der Stand zu diesem Datum. Im Zweifel sind die bei der jeweiligen KVG hinterlegten Daten als aktuell zu betrachten. Das Forum Nachhaltige Geldanlagen e.V. hat darauf jedoch keinen Einfluss und kann daher keine Gewähr für eine jederzeitige Aktualität übernehmen, da die FNG-Nachhaltigkeits-Inhalte von den Anbietern selbst zu befüllen und ggf. zu aktualisieren sind.
- Die in den FNG-Nachhaltigkeitsprofilen bereitgestellten Informationen stellen keine Anlageempfehlungen dar. Sie dienen lediglich Informationszwecken zu bestimmten Nachhaltigkeitsaspekten und können weder eine fachgerechte Anlageberatung noch eine qualifizierte Produktaufklärung ersetzen. Es wird daher empfohlen, vor Kauf oder Verkauf der in den FNG-Nachhaltigkeitsprofilen aufgeführten Anlageprodukte die Dienste eines professionellen Anlageberater in Anspruch zu nehmen und die vollständigen Verkaufsunterlagen (insbesondere Verkaufsprospekt) des jeweiligen Anlageprodukts aufmerksam durchzulesen. Insoweit wird ergänzend darauf hingewiesen, dass Anlageprodukte generell mit Verlustrisiken bis hin zu einem Totalverlust behaftet und auch in der Vergangenheit erzielte Gewinne kein zuverlässiger Indikator für zukünftige Ergebnisse sind.