Ambienta X Sustainable Leaders Fund

Fund description

Ambienta X Sustainable Leaders fund pursues attractive long term returns by investing in leading companies whose products and services contribute to Resource Efficiency and Pollution Control.
Sustainable Leaders delivers a long only public markets equity investment strategy, leveraging Ambienta’s deep experience in environmental sustainability research and investments, and implemented by a team of top-tier professionals.

The fund is an Irish domiciled UCITS and was launched in January 2022.

The Investment Team

The fund is Managed by Ambienta X’s CIO, Fabio Pecce, supported by a full team of Investment Professionals. The team leverages Ambienta’s Sustainability & Strategy team deep experience with the theme across asset classes.

Fabio Pecce

Chief Investment Officer and Partner, Public Markets

Francesco Cavallo

Senior Investment Analyst and Deputy PM on EMC and Partner, Public Markets

Sofia Savvantidou

Senior Investment Analyst, Public Markets

Nicholas Durack

Senior Investment Analyst, Public Markets

The Investment Universe

The fund focuses on investments in liquid, listed European and US companies with a market capitalisation above $1 billion, which have sustainability-driven competitive advantages and which are priced at attractive valuations.

Key facts

FUND INCEPTION
January 2022
BASE CURRENCY
EUR (€)
STRATEGY
Long-Only
SFDR
Article 9
FUND DOMICILE
Ireland
ADMINISTRATOR
Morgan Stanley Fund Services (Ireland)
DEALING FREQUECY
Daily
VALUATION DAY
Daily
NOTICE PERIOD
T-4

Daily NAV

Class F (EUR) Accumulation
€ 101,64
Class F2 (EUR) Accumulation
€ 1.016,37
Class M (EUR) Accumulation
€ 103,02
Class I (EUR) Accumulation
€ 96,58

As at January 17, 2025. Fund Inception date: January 21, 2022

Synthetic Risk and Reward Indicator (SRRI)

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Lower Risk
Lower Rewards
Higher Risk
Typically Higher Rewards
The SRRI may not be a reliable indicator of the Fund’s future risk profile. The risk category shown is not guaranteed and may shift over time. The lowest category does not mean a ‘risk free’ investment.

Resources

SFDR product disclosure Ambienta X