As of 15/10/2021
The Saturna Sustainable
ESG Equity HANzero™ UCITS ETF is a UCITS compliant exchange traded fund domiciled in
The fund aims to achieve long-term capital
growth by investing in companies
with robust environmental, social and governance (ESG) policies. The fund comprises 50-60
high quality, attractively priced global companies that are best-in-class on a
variety of ESG, financial and valuation metrics and have solid growth prospects.
The fund is actively managed by Saturna
Capital, global asset managers with over 30 year of experience in socially
fund gives environmentally conscious investors the opportunity to target
capital growth with the reassurance that any carbon emissions linked to their
investment will be offset through HANzero™, HANetf’s carbon offset program
and South Pole, a certified and audited carbon offset provider.
Please remember that when you trade sustainable
ETFs your capital is at risk and past performance is no guarantee of future
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Why Invest in SESG Sustainable ETF?
Expert Sustainability and ESG Fund Managers:
This sustainable ETF fund is actively managed by Saturna Capital, global asset managers with over 30 year of experience in socially responsible investing and have over $5billion assets under management. The ETF will follow the same investment strategy as Saturna’s US-based sustainable equity mutual fund that started in 2015 and is run by the same managers, Jane Carten, MBA and Scott Klimo, CFA.
Sustainable and ESG Investment Philosophy:
The Saturna philosophy and process aims to generate consistent and sustainable market-beating returns by seeking issues that demonstrate sustainable financial characteristics such as management strength, low debt, strong balance sheets. The fund positively screens for ESG factors such as companies demonstrating excellent corporate governance, a commitment to reducing environmental impact in the areas of carbon emissions, water and waste. A negative screen excludes companies engaged in higher ESG risk businesses.
Neutralise your investment’s carbon footprint:
The fund will leverage the HANzero™ carbon offset functionality, thereby offsetting any carbon emissions associated with the portfolio. A carbon offset reduces emissions of carbon dioxide or other greenhouse gases made to compensate for emissions produced elsewhere.
Sustainable investing may mitigate security-specific risk however the screens used
in connection with sustainable investing reduce the investable universe, which may
limit the opportunities and may increase the risk of loss during market declines.
The Fund’s assets will be actively managed by the Investment Manager who will
have discretion (subject to the Fund’s investment restrictions) to invest the Fund’s
assets in investments that it considers will enable the Fund to achieve its
The value of underlying securities can be affected by daily financial market
For a complete overview of all risks attached to this Fund, refer to the section
entitled “Risk Factors” in the Supplement and the Prospectus.