Investing for a Sustainable More Equitable Society

The Alquity Global Equities Impact Fund aims to deliver sustainable long-term returns by prioritising companies committed to producing quality products and services that have a positive societal and environmental impact and contribute towards the UN Sustainable Development Goals (UNSDGs)

The Fund invests in companies with strong ESG credentials that position themselves for longterm financial returns by balancing the interests of all stakeholders. The Fund targets superior risk-adjusted returns; outperforming relevant global stock indices whilst delivering a positive impact in areas such as carbon intensity, gender equality, human rights and responsible consumption.

Donations generated by the fund revenues will be employed to promoting social mobility and opportunity creation in line with Alquity’s mission to build a fairer, more sustainable world

icon Fund Literature

Global Impact KIID - USD A

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Global Impact KIID - USD B

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Global Impact KIID - USD M

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Global Impact KIID - GBP R

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Global Impact KIID - GBP I

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Global Impact KIID - GBP S

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Global Impact KIID - GBP Y

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Global Impact KIID - USD Y

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Global Impact KIID - EUR Y

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Global Impact KIID - USD I

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Global Impact KIID - USD R

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Global Impact PRIIP - USD A (EN)

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Global Impact PRIIP - USD B (EN)

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Global Impact PRIIP - USD M (EN)

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Global Impact PRIIP - GBP R (EN)

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Global Impact PRIIP - USD A (FR)

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Global Impact PRIIP - USD A (NL)

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Global Impact PRIIP - USD A (SV)

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Global Impact PRIIP - EUR M (EN)

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Global Impact PRIIP - EUR R (EN)

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Global Impact PRIIP - USD R (EN)

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Global Impact PRIIP - GBP I (EN)

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Global Impact PRIIP - GBP S (EN)

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Global Impact PRIIP - GBP Y (EN)

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Global Impact PRIIP - EUR Y (EN)

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Global Impact PRIIP - USD Y (EN)

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Global Impact PRIIP - GBP Y (FR)

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Global Impact PRIIP - EUR Y (FR)

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Global Impact PRIIP - USD Y (FR)

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Global Impact PRIIP - GBP Y (NL)

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Global Impact PRIIP - EUR Y (NL)

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Global Impact PRIIP - USD Y (NL)

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Global Impact PRIIP - GBP Y (SV)

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Global Impact PRIIP - EUR Y (SV)

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Global Impact PRIIP - USD Y (SV)

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Global Impact PRIIP - USD I (EN)

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Global Impact PRIIP - USD R (EN)

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Global Impact PRIIP - USD W (FR)

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Global Impact PRIIP - USD W (EN)

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Global Impact Factsheet - USD A

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Global Impact Factsheet - USD B

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Global Impact Factsheet - USD M

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Global Impact Factsheet - GBP R

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Global Impact Factsheet - USD Y

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Global Impact Factsheet - EUR Y

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Global Impact Factsheet - GBP Y

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Global Impact Factsheet - GBP I

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Global Impact Factsheet - GBP S

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Global Impact Factsheet - USD I

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Global Impact Factsheet - USD R

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About the Fund Manager

manager

Marnie Aragon-Uy

Head of Quantitative Risk

Marnie's Role

Marnie joined Alquity in 2019 and is a Senior Investment Professional with more than 20 years of experience in investment management, focusing on quantitative research, risk management, portfolio construction, and the risk-return optimization of investment strategies.

Biography

Marnie spent over 15 years at Aberdeen Standard Investments as was formerly Global Head of Quantitative Analytics. Marnie holds a Bachelor of Science from the University of the Philippines Diliman and a Masters of Engineering from Cornell University

Fund Prices

Those NAV prices displayed with duplicated ISINs, in currencies other than the base currency of USD, are reflected only on an unofficial and indicative basis. The aforementioned NAVs are for guidance only and we can give no assurances of its accuracy. The official NAV for those ISINs is in USD.

PORTFOLIO OVERVIEW

Top 10 Holdings

Geographic Allocation

Industry Allocation

Transforming Lives, Creating Opportunity

We strive for meaningful social progress and believe in enabling growth from the bottom up. To drive this growth, we donate a minimum 10% of our revenues to charitable projects in the regions where we invest. These donations help to build fairer, more sustainable economies and enables the companies we invest in to prosper. This also broadens our level of insight through meaningful engagement and connects our clients to both social progress and handsome returns.

Visit the alquity transforming lives foundation website