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 Core Equity Ex-Fossil Fuels Funds
The Osmosis Resource Efficient Core Equity Ex-Fossil Fuel fund range 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
FUNDS
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