Nordea 1 - BetaPlus Global Sustainable Equity Fund, BP-USD Share Class
| Issuer: Nordea |
| Asset Class: Equity |
| TER: 40bps |
| Trading Currency: USD |
| Pays Income: False |
| Listing Date: 29 Sep 2025 |
| Ticker: BPGU |
| ISIN: IE000ASNLWH9 |
This fund is designed for investors seeking long-term capital growth through a professionally managed portfolio of global equities that adhere to stringent sustainability standards. It follows an actively managed, model-based strategy, aiming to provide a return profile that closely mirrors its sustainability-focused benchmark. The investment process employs a quantitative model that selects companies based on a combination of factors, including robust sustainability ratings, financial stability, and appealing valuations. This systematic approach results in a well-diversified portfolio composed of leading sustainable companies from developed markets across the globe, offering a core holding for a globally conscious portfolio.
The fund's commitment to responsible investing is central to its strategy. It incorporates a comprehensive screening methodology that excludes companies with significant involvement in controversial sectors such as tobacco, controversial weapons, and fossil fuels, as well as those that violate established international norms and conventions. Beyond these exclusions, the strategy positively identifies companies that demonstrate leadership in managing their environmental, social, and governance (ESG) risks and opportunities. This dual approach of negative and positive screening ensures the portfolio is aligned with businesses that are not only financially sound but also poised to thrive in a more sustainable global economy.
As an accumulating share class, this vehicle is particularly well-suited for long-term investors who wish to have all income and dividends reinvested automatically, thereby harnessing the power of compounding to maximize potential growth. It is an appropriate choice for those looking to gain broad exposure to international equity markets while simultaneously ensuring their capital supports companies with strong ESG credentials. By merging a systematic, factor-driven investment framework with a rigorous sustainability overlay, the fund provides a modern and efficient solution for capturing global market performance in a responsible manner.
