Nomura Funds Ireland –
Global Sustainable Equity Fund

Our Investment Approach

The Nomura Global Sustainable Equity Fund is a concentrated global equity strategy that seeks to deliver strong risk adjusted returns through investing in companies that the team believes to have high positive total stakeholder* impact (*the environment, society, customers, suppliers, employees and investors).

The strategy has a strong bias towards quality and seeks to avoid investing in companies the team believes to cause significant harm to any environmental or social objective of the strategy. The strategy capitalizes on Nomura’s successful core global equity investment platform and its track record of considering double materiality*.

*Considering investee companies’ influence on environment and society in addition to financial impact of environmental and/or social factors on investee companies.

The team focuses on individual stock selection with an emphasis on the timely purchase of a select number of high quality businesses trading below their intrinsic values. It implements a unique, collegiate stock selection process combined with proprietary ‘Total Stakeholder Impact’ framework and UN Sustainable Development Goals analysis.

Further details of the sustainability strategy are described in the tab “Sustainability-related disclosure”.

Introducing the team

Portfolio management of the strategy is led by Alex Rowe, supported by sustainable investment specialist Daniela Dorelova and back up portfolio manager Benjamin Lacaille. The portfolio managers are supported by a team of investment professionals, based in London and Malaysia.

In addition, the key decision makers have access to both top-down risk analytics and bottom-up asset selection ideas through Nomura’s global network of analysts. This enables the team to make investment decisions driven by individual company analysis whilst avoiding macro-economic, portfolio aggregate exposures.

Portfolio Overview

• Concentrated, truly active global equity investing: 30 to 40 positions
• Investing in companies that the team believes to have high positive total stakeholder impact
• The strategy primarily focuses on 6 Impact Goals that are aligned with certain UN Sustainable Development Goals
• Leverages our successful global equity investment platform and Quality at Discount Valuation approach
• SFDR* Classification: Article 9

*EU Sustainable Finance Disclosure Regulation.

Potential significant risks

Investing in emerging markets carries risks and involves special aspects not typically associated with investments in more established economies or securities markets.

Launched April 2019, publicly reported paper track record from July 2017.

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Sustainability-related disclosure

Nomura Funds Ireland - Global Sustainable Equity Fund (the "Sub-Fund")

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Fund	ISIN	Annual Report	Semi-annual Report	Fact Sheet	Sales Pospectus	PRIIPs KIDs (English)
Class A EUR	IE00BJ1GXP52
Class A USD	IE00BJ1GXN39
Class F USD	IE00BMWHRZ63
Class I EUR	IE00BJ1GXS83
Class I USD	IE00BJ1GXR76

A German version of the prospectus can be found here.

The English version of the prospectus is legally binding.

The table comprises a selection of the current available share classes (partly not yet active) for the stated Nomura Funds Ireland plc. mutual fund.

As per January 2024

A complete overview of all available share classes and documents of the Nomura Funds Ireland plc can be found here. 

(Please note that the link will access a website for contents of we assume no responsibility and to which our data protection rules do not apply.)

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