2©2022 Morningstar, Inc. All rights reserved. The information contained herein: (a) is proprietary to Morningstar and/or its content providers; (b) may not be copied or distributed; and (c) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Rating as of 30 August 2022. Past performance does not predict future returns. Rating is based on USD S Acc Unhg. Ratings are not a recommendation.
The engagement case studies presented are for illustrative purposes only. The engagement case studies chosen are based on meetings held and focus on topics we think are important to stewardship, giving insight into our process. There can be no assurance we will continue to hold these companies and that they will be profitable in the future. The individual issuers listed should not be considered a recommendation to buy or sell. Please refer to the annual and semi-annual report for the full holdings.
Consider the risks
Investors should consider the risks that may impact their capital, before investing. The value of your investment may fluctuate from the time of the original investment. A decision to invest should consider all characteristics and objectives as described in the prospectus and KIID.
Capital: Investment markets are subject to economic, regulatory, market sentiment and political risks. All investors should consider the risks that may impact their capital, before investing. The value of your investment may become worth more or less than at the time of the original investment. The Fund may experience a high volatility from time to time. | Concentration: Concentration of investments within securities, sectors or industries, or geographical regions may impact performance. | Currency: The value of the Fund may be affected by changes in currency exchange rates. Unhedged currency risk may subject the Fund to significant volatility. | Emerging Markets: Emerging markets may be subject to custodial and political risks, and volatility. Investment in foreign currency entails exchange risks. | Equities: Investments may be volatile and may fluctuate according to market conditions, the performance of individual companies and that of the broader equity market. | Hedging: Any hedging strategy using derivatives may not achieve a perfect hedge. | Sustainability: An environmental, social or governance event or condition that, if it occurs, could cause an actual or potential material negative impact on the value of an investment.
Please refer to the prospectus and KIID for additional information on the risks associated with investing.