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

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. 
 

Visit our interactive fund centre for prices, performance, charting and factsheets for each unit-linked fund. Product highlight sheets and the prospectus' for the funds can also be viewed here.  

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

3 Stars

1.91%

R226 FPIL Schroder Global Climate Change Equity

USD - IM00BZ1NVL09

Sector Equity Ecology

4 Stars

1.83%

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

4 Stars

1.98%

R237 FPIL Pictet Timber (USD)

USD - IM00BMWPW554

Sector Equity Natural Resources

4 Stars

2.00%

R238 FPIL Robeco Smart Energy (USD)

USD - IM00BNNTMG42

Sector Equity Alternative Energy

5 Stars

1.76%

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

1.63%

Human Development


Fund name

Currency and ISIN

Morningstar category

Morningstar Star rating*

OCF**

R244 Robeco Sustainable Healthy Living (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

5 Stars

1.78%

Water and Waste


Fund name

Currency and ISIN

Morningstar category

Morningstar Star rating*

AMC**

R243 FPIL Robeco Sustainable Water (USD)

USD - IM00BNNTP102

Sector Equity Water

3 Stars

1.71%

Notes:  

Information contained within these tables is sourced from MorningstarĀ® and is correct as at 12 September 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.