UI I-Montrusco Bolton US Equity Fund
LU2606334733
| Issuer | Universal-Investment-Luxembourg S.A |
|---|---|
| Fund provider | Montrusco Bolton Investments Inc. |
| Fund type/Asset class | Equity fund |
| Legal form | UCITS Sub-Fund |
| Fund issue date | 05/07/2023 |
| Last Update | 02.01.2024 |
| Benchmark | S&P 500 |
| Tranche | Institutional Investors |
Risk Indicator (PRIIP)
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Licensed in
D,
A,
LU
Classification by SFDR
Article 8
EU Taxonomy
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% of Sustainable Investments according to SFDR
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Principal Adverse Impacts
No explicit details regarding the principal adverse impacts.
Sustainable Development Goals
No Poverty
Zero Hunger
Good Health and Well-being
Quality Education
Gender Equality
Clean Water and Sanitation
Affordable and Clean Energy
Decent Work and Economic Growth
Industry, Innovation and Infrastructure
Reduced Inequality
Sustainable Cities and Communities
Responsible Consumption and Production
Climate Action
Life Below Water
Life on Land
Peace and Justice Strong Institutions
Partnerships to achieve the Goal
Normal allocation
| Equities | 0 % |
|---|---|
| Bonds | Excluded |
| Money market/Bank deposits | Excluded |
| Commodities | Excluded |
| Direct investments | Excluded |
| Derivatives | Excluded |
| Other | - |
Sustainability approach
| Principal Adverse Impacts |
-
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|---|---|
| Further remarks on the consideration of SDGs | - |
| Rationale behind classification according to SFDR | Article 8 |
| Engagement | Yes, organized internally Link to engagement policy |
| Voting | Yes, organized internally Link to voting policy |
| Best-in/of-Class | Best-In-Class The investment manager targets high quality and sustainable companies by using its proprietary scoring framework that focuses on the following six pillars: Planet, People & Society, Governance, Productivity & Partnerships, Operations and Disclosure. The proprietary framework is built by MBII and inspired by the UN Sustainable Development goals. Each criteria has the same weight. Information is gathered internally from companies published report and on how the companies’ activities address the key sustainable challenges/indicators. In additional, we use Sustainalytics data as an external data source. The in-depth analysis makes it possible to focus on securities selections on the best companies from an ESG perspective, to eliminate issuers with the worst ESG profiles from the selection and/or to focus selection insures with the greatest exposure to sustainable development themes. The UN Sustainable Development Goals are incorporated into the company’s Sustainability Framework based on the Goals and Targets where companies can have real influence. The company under investigation must pass the sustainability score with a score of 70/100 or higher in order to be considered a buy for the Global Equity portfolio. |
| ESG-Integration | Yes Montrusco Bolton Inc. targets high quality and sustainable companies by using a framework that focuses on 6 pillars: Planet, Productivity & Partnerships, People & Society, Operations, Governance, and Disclosure. These factors incorporate alignment with the UN SDGs. Based on the 6 pillars, an integrated sustainability analysis is made to establish the MBI Sustainability Scorecard. The scorecard is on /100, the analysis requires a minimum score of 70/100. |
| Norm-based screening |
UN Global Compact
ILO core labour standards
OECD Guidelines for Multinational Enterprises
Other
United Nations Guiding Principles on Business and Human Rights (UNGPs)
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| Themes |
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| Impact Investing |
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| Further information on the sustainability approach | Montrusco Bolton Investments Inc. has implemented an ESG integration into the investment strategy of its investable universe. The approach is the following: reduce risk through ESG analysis, target companies that employ best practices and exert influence through active engagement. Link to sustainability approach |
Research and Transparency
| In-house sustainability analysis | Yes, Yes, the company has one person dedicated to ESG. The investment team, consisting of a portfolio manager, an assistant portfolio manager and three analysts, are also dedicated to sustainability analysts, but not 100%. |
|---|---|
| Research partners | Yes Morningstar Direct, Sustainalytics and Institutional Shareholder Services Inc. ("ISS") |
| Percentage of portfolio with sustainability analysis | 100 % |
| Strategically important suppliers included | No |
| Sustainability advisory committee | No |
| Analysis of portfolio CO2 | Yes, backward-looking indicator Montrusco Bolton generates quarterly reports on Carbon Footprint via Sustainalytics. |
| Sustainability reporting | Yes Quarterly reporting starting Q2-2023 |
| At least monthly portfolio publication | Yes |
| Certification/Label awarded by independent auditors |
FNG Label ★★
Other
Canadian Investor Statement on Diversity & Inclusion
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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 | Oil sands, Shale Energy (Extraction & Fracking), Mining 5 % Turnover threshold |
Exclusion of business practices – companies
| Environmentally damaging behaviour | Yes |
|---|---|
| Damage to biodiversity | Yes |
| Other | Application of International Norms and Standards: UN Global Compact (Principles), OECD Guidelines for Multinational Enterprises (Chapters), UN Guiding Principles on Business and Human Rights |
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 | Controversial Weapons |
Exclusion of business practices – companies
| Labour rights (ILO core labour standards) | Yes |
|---|---|
| Exploitative child labour | Yes |
| Violation of human rights | Yes |
| Animal testing | No |
| Other | Application of International Norms and Standards: UN Global Compact (Principles), OECD Guidelines for Multinational Enterprises (Chapters), UN Guiding Principles on Business and Human Rights |
Exclusion criteria – countries
| Labour rights | Yes |
|---|---|
| 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 | Exclusion of companies in major sanctioned countries and application of International Norms and Standards: UN Global Compact (Principles), OECD Guidelines for Multinational Enterprises (Chapters), UN Guiding Principles on Business and Human Rights |
Governance
Exclusion of business practices – companies
| Corruption and bribery | Yes |
|---|---|
| Tax: planned avoidance & detected violations | Yes |
| Other | Unfair competition |
Exclusion criteria – countries
| Corruption | Yes |
|---|---|
| Other | Exclusion of companies in major sanctioned countries and application of International Norms and Standards: UN Global Compact (Principles), OECD Guidelines for Multinational Enterprises (Chapters), UN Guiding Principles on Business and Human Rights |
More on data availability
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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.
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- 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.
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