The Fund aims to provide shareholders with investment growth in the long term and create positive environmental and social impact.
Offers a unique, impact-driven strategy that focuses on both the “climate (or E)” and “social (or S)” aspects of ESG investing, while delivering attractive, top-tier returns.
Highly experienced team of 2 portfolio managers who manage the successful (now soft-closed) Climate & Environment strategy at Nordea and supported by a deep bench of dedicated ESG and Impact analysts.
While the Fund was only incepted in July 2021, the investment process and team is similar to Nordea’s successful Global Climate & Environment strategy.
Global, bottom-up approach with stringent investment criteria, focused on companies developing solutions that create an impact for the climate and/or society, with superior growth prospects. Resulting portfolio of 40 to 60 companies is invested broadly into four buckets: (1) Health and Wellbeing, (2) Inclusion and Opportunity, (3) Sustainable Living, and (4) Low Carbon Economy. Fund’s investment process incorporates full ESG integration, earning it a rating of SFDR Article 9
Endowus offers institutional share class with 0% trailer fee, achieving a lower cost of access.
The portfolio is suitable for investors who wish to take a step further than simply participating in strategies with simple, positive ESG screening (i.e. investing in companies with ESG-friendly practices). The onboarding of this Fund showcases Endowus’ effort to grant investors access to the best-in-class investment products, including relatively young products that typically are not offered by other distributors such as private banks. Regardless, investors are urged to make a prudent assessment of the Fund before deciding to invest.
Daily data. Returns as of 17 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | 2.0% | -0.3% | -8.3% | 9.3% | 3.6% | 2.4% | -2.6% | 1.4% | - | - | - | - |
| 2025 | 5.2% | 3.5% | -2.7% | -4.4% | 2.2% | 5.8% | 2.6% | 0.4% | -0.7% | 0.5% | 0.4% | -2.8% | 0.8% |
| 2024 | - | - | - | - | - | - | - | -0.0% | 4.2% | -0.6% | -3.8% | 4.2% | -5.2% |
| Advanced Micro Devices Inc | 3.55% |
| Arista Networks Inc | 3.41% |
| ASML Holding NV | 3.04% |
| ASM International NV | 2.96% |
| Broadcom Inc | 2.87% |
| Standard Chartered PLC | 2.86% |
| Emerson Electric Co | 2.77% |
| Waste Management Inc | 2.68% |
| NextEra Energy Inc | 2.38% |
| Schneider Electric SE | 2.35% |

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