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SAM introduces Sustainable Global Active Fund

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SAM Sustainable Asset Management, a Zurich-based investment firm, has launched a mutual fund for US investors called the SAM Sustainable Global Active Fund.

SAM Sustainable Asset Management, a Zurich-based investment firm, has launched a mutual fund for US investors called the SAM Sustainable Global Active Fund.

The fund is a registered no-load fund offered in both investor share and institutional classes, with minimum investments of USD2,500 and USD100,000 respectively.
 
It has already received USD9.2m of investor inflows, with a total commitment from Arnerich Messena of USD25m.

The fund is a global, all cap equity fund investing in companies that lead in terms of sustainability based on a research methodology which considers economic, social and environmental factors to rate companies’ ability to manage sustainability issues.
 
SAM says the fund may be suitable for investors with a long-term investment horizon and corresponding risk tolerance, who believe in the long-term potential of sustainable companies and would like to meet their investment requirements in this area with one single product.
 
The fund is non-diversified and, compared to other funds, it may invest more in a smaller number of companies or in particular sectors. Gains and losses on a single stock may have greater impact on the fund.
 
It is involved in international investing which is subject to special risks, including, but not limited to, currency exchange rate volatility, political, social or economic instability, and differences in taxation, auditing and other financial practices.
 
Sander van Eijkern, SAM’s chief executive officer, says: ‘SAM is a focused sustainability investing boutique and part of financially strong Rabobank Group, which is triple A-rated by Moody’s and Standard & Poor’s. With the launch of this new product in the US, we underscore our confidence in the potential of the US market. Our conviction is that sustainability trends driven by climate change, resource scarcity, energy security and demographic developments have an impact on long-term performance and corporate competitiveness.’
 
SAM pioneered the concept of sustainability investing 14 years ago and helped create the Dow Jones & Stoxx Sustainability Indexes.

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