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, Ambienta X

Francesco Cavallo

Senior Investment Analyst and Deputy PM on EMC and Partner, Ambienta X

Andrew Benson

Senior Investment Analyst and Partner, Ambienta X

Sofia Savvantidou

Senior Investment Analyst, Ambienta X

Nicholas Durack

Investment Analyst, Ambienta X

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 N (EUR) Accumulation
€ 100,07
Class N2 (EUR) Accumulation
€ 1.000,73
Class M (EUR) Accumulation
€ 101,32

As at April 17, 2024. Fund Inception date: January 21, 2022

Synthetic Risk and Reward Indicator (SRRI)

1
2
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5
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7
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