The Prescient Living Planet Fund invests in a broad range of asset classes and aims to deliver sustainable long-term capital growth within a framework that integrates environmental sustainability principles in the investment portfolio. The Fund is well diversified, actively managed and complies with Regulation 28 of the Pensions Funds Act. The Fund is managed by utilising the combined capacity, expertise and experience of specialist investment managers and the World Wide Fund for Nature (WWF), a leading international environmental organisation.
The objective of the Fund is to deliver sustainable long-term capital growth for its investors within a framework that works towards/desires the protection of the natural environment over the long-term. The Fund targets a return of CPI + 4% over rolling five-year periods and volatility is expected to be less than that of a pure equity fund.
The Fund utilizes both quantitative techniques and fundamental research processes to construct a diversified and actively managed portfolio with a high level of sustainable environmental integrity. Depending on specific macro views and financial market conditions, the fund can allocate between asset classes in order to achieve the long-term risk and performance objectives. Securities selection is driven off active quantitative and fundamental research processes and identifies securities that have long-term capital appreciation potential and the required sustainability qualities. Portfolio construction takes into account risk management, both absolute and relative, and incorporates the defined environmental sustainability principles.
Who Should Invest
The Fund is suitable for investors seeking a moderate risk profile and long-term capital growth with a typical investment horizon of five years or longer who want their assets to be invested in a way that has a positive impact on the environment and avoids areas that destroy the natural environment. The Fund is Regulation 28 compliant.
Risk Indicator = Moderate
Risk Indicator Definition
Generally, these portfolios hold more risky assets such as the equity and offshore exposure than a Low Risk portfolio and less than a High Risk portfolio. Medium Risk portfolios therefore tend to exhibit lower variability in returns (volatility) when compared to a High Risk portfolio and more so when compared to Low Risk portfolios. The anticipated future returns and potential loss of capital of such a portfolio is expected to be lower than for High Risk portfolios and higher than for Low Risk portfolios.