Osmosis Investment Funds
All our funds target superior risk-adjusted returns and benefit from significantly reduced environmental footprints relative to their benchmarks
Funds
Resource Efficient Core Equity Fund
The Osmosis Resource Efficient Core Equity Fund seeks superior risk-adjusted returns by targeting maximum resource efficiency exposure while maintaining a tight tracking error to the MSCI World. The Fund excludes tobacco and any companies that breach the UN Global Compact’s social and governance safeguards. The resulting portfolio demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.
Style Category: Large Cap Core
FUNDS
Resource Efficient Low Volatility Fund
The Osmosis Resource Efficient Low Volatility Fund seeks superior risk-adjusted returns relative to the MSCI World Index, by delivering a minimum variance portfolio of resource efficient stocks. The Fund excludes financials and REITs, tobacco, energy, aerospace & defence and companies that breach the UN Global Compact on social and governance safeguarding. The resulting portfolio demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.
Style Category: Large Cap Volatility
FUNDS
Resource Efficient Equity Market Neutral Fund
The Osmosis Resource Efficient Equity Market Neutral Fund seeks absolute risk-adjusted returns by targeting maximum resource efficiency exposure on the long side and maximum resource intensity on the short side. The Fund excludes financials and REITs, tobacco and companies that breach the UN Global Compact on social and governance safeguarding. The Resource Efficiency Alpha Signal generates a significant reduction in the ownership of Carbon, Water and Waste when comparing the long book to the short book.
Style Category: MoRE World Sustainable Market Neutral
Launched 19 February 2021
Resource Efficient Core Equity (ex-fossil fuels)
The Osmosis Resource Efficient Core Equity (ex-fossil fuel) Fund targets maximum resource efficiency exposure while maintaining a tight tracking error to the MSCI World. The Fund excludes companies that generate more than 5% of their revenues from fossil fuels or nuclear power generation, companies with any revenues from nuclear and controversial weapons and civilian firearms, tobacco companies and companies in breach of any of the UN Global Compact Principles. Portfolio seeks to deliver better risk-adjusted returns relative to the benchmark while simultaneously delivering a significant reduction in the ownership of carbon, water and waste.
Style Category: Large cap blend
Launched 29 January 2021
Resource Efficient European Equities Fund
The Osmosis Resource Efficient European Equities Fund seeks superior risk-adjusted returns by targeting maximum resource efficiency exposure relative to the MSCI Europe. The Fund excludes tobacco and any companies that breach the UN Global Compact’s social and governance safeguards. The resulting portfolio demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.
Style Category: Large cap blend