Value Earth Fund
The Fund invests in a selection of undervalued, profitable and growing companies that meet our ESG criteria, listed in predominantly advanced economies around the world.
Launch Date
Unit Price
Total return since inception (after all fees as at 31/10/24)
Recommended Investment Term
Value Earth Fund is only available to Wholesale and Sophisticated investors only.
About our Fund
We seek to invest primarily in small cap and microcap businesses in developed markets around the world that meet our ESG criteria. The Fund will not invest in businesses engaged in certain activities, including fossil fuel production, gambling or the production of alcohol and tobacco, among others. For a full list of exclusions and their associated revenue thresholds, please see the Responsible Investment Policy. Beyond simply avoiding companies engaged in certain business activities, where possible, we will invest in companies that are actively ‘doing good’ by contributing to one or more of the United Nations Sustainable Development Goals (‘SDGs’).
Why Invest in Value Earth Fund
Each company in the Value Earth Fund has been researched by the investment management team and possess the following qualities
Investing in the Earth, growth, and profitable companies
The Value Earth Fund fuses the objective of upholding environmental, social and governance principles, with a value approach to growing profitable businesses. We think those qualities are not antithetical but rather highly complementary. They help to serve each other. Sustainable profitability will increasingly encompass sustainability principles aligned to our earth, society and good governance
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