Are you considering a fossil-free investment portfolio, or have you already allocated and think there might be a smarter way of managing the risk associated with divestment?

The Osmosis Resource Efficient (ex-fossil fuels) Strategy uniquely addresses both the supply side of fossil fuel energy generation through divestment and the demand side through the over and underweighting of Resource Efficient companies.

What’s the objective?

To deliver better risk-adjusted returns relative to the MSCI World benchmark whilst simultaneously delivering a measurable significant reduction in the ownership of carbon, water and waste.

How does the strategy work ?

The Fund moves away from the traditional market cap-weighted approach (which often increases the active weight in the largest sectors, particularly tech) and instead re-allocates the active risk from divestment to those resource efficient companies most highly correlated to the energy sector, across the broader economy. The existing strategy, which launched in Feb 21, has already attracted assets of over $900 million and Osmosis’s flagship Core Equity Range has now attracted over $14 billion in assets as of 31 July 2023.

Can I invest in the founder share class ?

Osmosis is offering investors the opportunity to join the fund’s founder share class which will launch in September. This share class will offer a discounted fee rate for a limited subscription period. Please request a factsheet below or contact our team.