NORDEA BETAPLUS GLOB DEV SUST EQ USD ACC

Issuer: Nordea

Asset Class: Equity

TER: 40bps

Trading Currency: USD

Pays Income: False

Listing Date: 29 Sep 2025

Ticker: BPDU

ISIN: IE00060Z4AE1

This actively-managed fund is designed to deliver long-term capital growth by investing in a diversified portfolio of global equities from developed markets, utilizing a quantitative, factor-based approach combined with strict sustainability criteria. The strategy is considered 'enhanced beta,' which means it aims to outperform its benchmark, the MSCI World ESG Leaders Index, by systematically overweighting stocks that exhibit favorable characteristics such as value, momentum, quality, and low volatility. This is accomplished while maintaining a risk profile that is comparable to the broader market, offering a sophisticated method for capturing market returns.

A core component of the investment process is the deep integration of Environmental, Social, and Governance (ESG) principles. The fund applies a rigorous screening methodology to exclude companies involved in controversial activities, such as weapons or tobacco, as well as those with poor ESG ratings. Beyond simple exclusion, its sustainability focus means it actively seeks to invest in companies identified as leaders in sustainable practices within their respective industries. This dual approach of employing factor-based enhancements and upholding strong ESG standards is crafted for investors who seek not only the potential for outperformance but also a portfolio aligned with responsible investment values.

Ultimately, this product is suitable for investors looking for a core global equity holding that offers more than simple market-cap-weighted tracking. By merging a systematic, multi-factor investment model with a robust sustainability framework, the fund presents a comprehensive solution for constructing a resilient, long-term portfolio. It aims to mitigate risks associated with unsustainable business models and to capitalize on the opportunities presented by companies demonstrating excellence in ESG performance, providing a modern approach to global equity investing.