Responsible investing - our thematic equity funds
Summary of the thematic equity funds available in our Singapore unit-linked fund range
The following responsible investing, thematic funds are available within our unit-linked fund range for the following products:
- Global Wealth Advance and Global Wealth Manager
Visit our interactive fund centre for prices, performance, charting and factsheets for each unit-linked fund.
Please note that our ILP sub-funds are subject to an management fee of 1.20% p.a. in addition to the Annual Management Fee ("AMC") shown in the table below for the corresponding underlying fund.
Climate Change
Fund name |
Currency and ISIN |
Morningstar category |
Morningstar Star rating* |
AMC** |
R236 FPIL HSBC Global Equity Climate Change (USD) |
USD - IM00BL6K6R95 |
Global Large-Cap Blend Equity |
3 Stars |
1.85% |
R235 FPIL Ninety One Global Enironment (USD) |
USD - IM00BMBV9311 |
Sector Equity Ecology |
2 Stars |
1.93% |
R226 FPIL Schroder Global Climate Change Equity |
USD - IM00BZ1NVL09 |
Sector Equity Ecology |
3 Stars |
1.84% |
Resources and Energy
Fund name |
Currency and ISIN |
Morningstar category |
Morningstar Star rating* |
AMC** |
R239 FPIL BlackRock Sustainable Energy |
USD - IM00BN7D0K24 |
Sector Equity Alternative Energy |
5 Stars |
1.98% |
R237 FPIL Pictet Timber (USD) |
USD - IM00BMWPW554 |
Sector Equity Natural Resources |
4 Stars |
2.00% |
R238 FPIL RobecoSAM Smart Energy (USD) |
USD - IM00BNNTMG42 |
Sector Equity Alternative Energy |
5 Stars |
1.71% |
Sustainable
Fund name |
Currency and ISIN |
Morningstar category |
Morningstar Star rating* |
AMC** |
R241 FPIL AB Sustainable Global Thematic (USD) |
USD - IM00BMBV8T08 |
Global Large-Cap Growth Equity |
3 Stars |
1.85% |
R240 FPIL Schroder Global Sustainable Growth (USD) |
USD - IM00BMBV9535 |
Global Large-Cap Growth Equity |
5 Stars |
1.64% |
Human Development
Fund name |
Currency and ISIN |
Morningstar category |
Morningstar Star rating* |
OCF** |
R244 RobecoSAM Sustainable Healthy Living Equities (USD) |
USD - IM00BNNTPC19 |
Global Flex-Cap Equity |
2 Stars |
1.71% |
Multi-Thematic
Fund name |
Currency and ISIN |
Morningstar category |
Morningstar Star rating* |
AMC** |
R214 FPIL CT Responsible Global Equity (GBP) |
GBP - GB00BDD22V86 |
Global Large-Cap Growth Equity |
3 Stars |
1.57% |
R195 FPIL CT (Lux) Responsible Global Equity (USD) |
USD - IM00BYWYJM22 |
Global Large-Cap Growth Equity |
3 Stars |
1.73% |
R242 FPIL JPM Global Sustainable Equity (USD) |
USD - IM00BM91S817 |
Global Large-Cap Growth Equity |
4 Stars |
1.78% |
Water and Waste
Fund name |
Currency and ISIN |
Morningstar category |
Morningstar Star rating* |
AMC** |
R243 FPIL RobecoSAM Sustainable Water (USD) |
USD - IM00BNNTP102 |
Sector Equity Water |
3 Stars |
1.71% |
Notes:
Information contained within these tables is sourced from Morningstar® and is correct as at 1 March 2024.
* Morningstar® awards a Star rating based on historic returns adjusted for risk and charges, with the top 10% of funds in a category awarded 5 Stars and the bottom 10% 1 Star. The rating shown is in relation to the underlying fund of the linked ILP sub-fund.
** The Annual Management Charge ("AMC") is a fee charged by the fund manager of the underlying fund of each unit-linked fund for managing and operating the fund.
