ESG Funds - Key features and highlights - Baiduri Capital

ESG Fund Comparison

Fund

Allianz Global Sustainability Fund

Allianz Smart Energy Fund

United Smart Sustainable Singapore Bond Fund

Manulife Global Fund - Sustainable Asia Bond Fund

Fund Objective

Long-term capital growth by investing in global equity markets of developed countries in accordance with the Sustainable and Responsible Investment Strategy.

Long-term capital growth by investing globally in companies involved with engagement in transition of energy usage in accordance with the SDG-Aligned Strategy Type A.

Provide stable income and capital appreciation over the medium to long term by investing predominantly in fixed income instruments focusing on Singapore, with consideration of Sustainability and Environmental, Social and Governance (ESG) factors.

Maximize total returns from a combination of income generation and potential capital appreciation by investing primarily in a portfolio of fixed income securities issued by governments, agencies, supranationals and corporations in Asia.

Fund will invest at least 85% of net assets in USD- denominated fixed income and fixed income-related securities of company with strong or improving sustainability attributes relative to peers.

Risk Rating

Moderate

Aggressive

Conservative

Top 5 Holdings

Microsoft, United Health Group, Adobe, Applied Materials, Visa Inc

SSE PLC, Nextera Energy Inc, Schneider Electric SE, ENEL SPA, Antofagasta PLC

US Treasury, F+N Treasury PTE LTD, Singapore Tech Telemedia, Surbana Jurong PTE LTD, Singpost GRP Treasury Company

Perusahaan Penerbit SBSN Indonesia Bond, Philippine Government International Bond, Pertamina Geothermal Energy PT Bond, DBS Group Holdings Ltd Bond

As of 30 June 2023

Potential Dividend Payout

Yes

Dividend Payout Frequency

Monthly

N/A

Monthly

Annualised Dividend yield (as of 30 June 2023)

4.60% p.a.

N/A

2.00% p.a.

2.92% p.a.

Commitment towards ESG agenda

Allianz Global Investors

Awarded the highest A+ rating by the United Nations Principle for Responsible Investment (UN PRI) for its ESG Strategy & Governance and Listed Equity categories for several consecutive years.
Achieved a four-star grade in the most recent PRI assessment for its Investment & Stewardship Policy category.
Classified funds under Sustainable Finance Disclosure Regulation (SFDR) Article 8 and 9, demonstrating a commitment to transparency and sustainability metrics.

UOB Asset Management (UOBAM)

Puts ESG impact at the heart of its business, aiming to drive sustainability through its investments.
Signatory to the United Nations-supported Principles for Responsible Investment (PRI) and the Singapore Stewardship Principles (SSP), showcasing its dedication to adopting responsible investment principles.
Member of the Asia Investor Group on Climate Change (AIGCC), highlighting its concern for climate change.
Utilises a proprietary Sustainability Impact dashboard for the United Smart Sustainable Singapore Bond Fund to disclose key sustainability characteristics and metrics.

Manulife Investment Management

Manulife Investment Management has demonstrated a strong commitment to ESG initiatives through its comprehensive Impact Agenda, which outlines its ESG management approaches, performance, and achievements. The company has also made significant efforts in environmental impact, including green investments, tree planting, and green energy usage. Additionally, Manulife Investment Management shows commitment to social initiatives by investing in accessible healthcare and community projects worldwide.
The company has displayed strong governance practices, evident through diverse representation on its board. It has received top ratings for Fixed Income corporate in the annual PRI Assessment and met the expectations of the UK Stewardship Code, showcasing its dedication to responsible investment practices.
Manulife Global Fund - Sustainable Asia Bond Fund holds an A Rating for MSCI ESG Fund Rating and a 4 out of 5 rating for Morningstar Sustainability, indicating a strong focus on environmental and/or social characteristics. Moreover, being classified under Article 9 of the Sustainable Finance Disclosure Regulation (SFDR) further emphasises its commitment to promoting environmental and/or social characteristics, highlighting its dedication to sustainable investments.

Please refer to Manulife Investment Management’s Sustainable and Responsible Investing Report here and their Stewardship Report here.

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19 September 2023

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