HSBC GIF Global Equity Climate Transition
This fund is designed to provide long-term total return while investing in the transition to a low carbon economy
- Provides access to a broad investable universe: Its reference benchmark is the MSCI World Index, representing equities from developed markets globally, spanning over 20 countries and more than 1,600 stocks
- Climate Focused investment Approach: The strategy targets investments in securities that are demonstrably progressing towards climate transition, alongside green solutions that enables this shift
Integrating Sustainability in our Multi-Factor approach
- Fully bottom-up stock assessment: a comprehensive bottom-up evaluation of individual stocks data to ensure the portfolio aligns with a clear and measurable transition pathway
 Carbon intensity |
 Climate Transition |
 Green Solutions |
- Leverages Proprietary Multi-Factor investment process: aiming to provide better returns than traditional benchmarks while diversifying risk
Our custom process allows us to invest in the climate transition while at the same time seeking to generate returns that are better than the benchmark
Focused on the climate transition through three key aspects
- Transitioning companies: Using our internal Net Zero Investment Framework classification, we aim to significantly invest in companies that are aligned, aligning or committed to aligning with climate goals. This approach seeks to reduce the portfolio’s implied temperature rise (ITR*) compared to the reference benchmark
- Green Solutions: As facilitators of the transition, we strive to enhance the fund’s exposure to green solutions compared to the benchmark
- Conscious carbon allocation: responsible reduction of the fund’s carbon intensity, respecting the carbon distribution of the real-world economy and avoiding sector biases
*Implied temperature rise: a forward looking temperature alignment metric that estimates the global temperature increase if the entire economy behaved like the companies invested in the portfolio.
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