Amundi Index MSCI Pacific Ex Japan SRI PAB UCITS ETF DR - USD (C)

Issuer: Amundi ETF

Asset Class: Equity

TER: 20bps

Trading Currency: GBX

Pays Income: False

Listing Date: 14 Feb 2018

Ticker: CP9G

ISIN: LU1602145036

This investment vehicle offers targeted exposure to the developed equity markets of the Pacific region, specifically excluding Japan. It is designed for investors who wish to integrate robust sustainability criteria into their portfolios. The fund aims to replicate the performance of its underlying benchmark, providing access to a basket of large and mid-capitalization companies from countries such as Australia, Hong Kong, and Singapore. The core proposition is to deliver regional market returns while adhering to stringent Environmental, Social, and Governance (ESG) principles, offering a responsible way to invest in the economic growth of these key Pacific nations.

The underlying index employs a multi-faceted screening methodology. Initially, it applies Socially Responsible Investing (SRI) filters, which exclude companies with significant business involvement in controversial sectors like civilian firearms, tobacco, and thermal coal. Following this values-based screening, the index incorporates the criteria for a Paris-Aligned Benchmark (PAB). This means it is constructed to be aligned with the decarbonization trajectory required to meet the goals of the Paris Agreement, targeting a significant year-on-year reduction in carbon intensity. This dual-layered approach ensures the portfolio consists of companies that are not only ESG leaders within their respective industries but are also actively contributing to or better positioned for a low-carbon global economy.

This fund is well-suited for investors seeking to diversify their global equity allocation with a specific focus on the developed Pacific region, while simultaneously expressing a commitment to sustainable and climate-conscious investing. By targeting companies that pass both SRI and climate-related screens, the strategy may help mitigate long-term risks associated with poor governance and environmental challenges. It provides a comprehensive solution for those looking to build a core satellite holding that captures the potential of the Pacific markets through a lens of sustainability and forward-looking climate awareness, all within a passively managed structure.