We are pleased that our flagship sustainable UCITS Fund, the Qblue Global Sustainable Leaders Fund, remains AAA-rated by MSCI and ranks in the 100th percentile within the Global Equity peer group.
Recently, MSCI enhanced their ESG Fund Ratings to raise the requirements for a Fund to be assessed as a Leader (AA/AAA), improve stability in Fund ESG Ratings and add transparency through simpler attribution analysis. As a result, 31,000 funds (including their numerous share classes) saw a one-time downgrade in their ratings, and as seen below, only 0.2% of all funds now have a AAA rating compared to 19.9% before. Additionally, in a challenging year where regulatory pressure in Europe has led to fund managers downgrading the SFDR classification of almost €270bn in Article 9 funds, we are confident in Qblue’s sustainable credentials and the Fund’s current Article 9 SFDR classification. As such, Qblue is now one of the very few actively-managed SFDR Article 9 AAA-rated funds within the Global Equities peer group.
The Fund has raised almost $500m since launching in January 2022 and is sub-advised by Copenhagen-based Qblue Balanced, founded by Bjarne Graven Larsen, former CIO at ATP and Ontario Teachers’ Pension Plan. Watch our latest short video here, where Bjarne explains the Fund’s philosophy and process.
The Fund invests in companies that have come the furthest in the field of sustainability in every industry and region worldwide. Qblue’s in-house proprietary investment framework, The Sustainability Cube™, systematically builds a portfolio of companies located worldwide that have been identified as sustainability leaders in their respective fields. The Sustainability Cube™ framework defines and measures sustainability with a multitude of sub-measures to achieve a balanced and robust sustainability measure which allows the identification of sustainability leaders and laggards using the below three dimensions:
• ESG Industry Leadership Score • Climate Transition Score • UN SDG Score
For further information on the Fund, please click here.
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