Osmosis MoRE World Resource Eff Smt Beta A USD

Ranked 194 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Robbie Parker

Objective

The Fund seeks superior risk-adjusted returns by targeting maximum resource efficiency exposure whilst maintaining a tight tracking error to the MSCI World. The portfolio takes advantage of the inefficiencies of market cap weighted strategies by closely mimicking the factor exposure of the underlying benchmark with the active exposure being delivered through the resource efficiency factor. The resulting portfolio delivers a significantly reduced footprint relative to the benchmark.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.9%
2018 -2.4% -4.1% 7.9% 7.3% -12.1%
2017 1.6% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. Netherlands
  4. United Kingdom

Fund Info

  • Launch date23/05/2017
  • Share Class size438Mn
  • Base currencyUSD
  • ISIN IE00BF0D3F98

Purchase Info

  • Min. initial investment250Mn

Charges

  • Annual management0.10%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).