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

4 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

4 Stars

1.71%

Notes:  

Information contained within these tables is sourced from MorningstarĀ® and is correct as at 8 January 2024.

* MorningstarĀ® 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.