ING Invest Sustainable Equity - P
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1 ING Invest Sustainable Equity - P Sustainability Fundreport Sustainability Rating - Overview Sustainability Rating 3.5 Research & Quality 5 4 Research Quality (30%) Portfolio Quality (40%) 2.5 Transparency 1 Portfolio Quality Engagement (20%) 3.2 Transparency (10%) 4.0 From a sustainability point of view, the fund has a slightly above median Engagement overall score of 3.5, while the median of the global peer group is 3.4. All sustainability category scores are very close to the median fund as well. The slightly below median score of the strongly weighted sustainability category of portfolio quality had a significant negative impact, which was counterbalanced by an above median engagement and transparency score. The main reason of the former is a relatively high number of controversial companies in the portfolio. Research Quality Research Quality (30%) 3.7 Positive criteria environment Positive criteria social Positive criteria corporate government Exclusion criteria environmental Exclusion criteria social Companies are first subjected to a best-in-class screening. This is followed by the application of exclusionary criteria. The fund manager determines the relative position of companies in their sectors by using ESG scores. These scores are based on both opportunities and risks that a certain company faces. ESG criteria comprise around 150 indicators in total, partly depending on the sector. For each sector only the best 50% is directly eligible for the sustainable investment universe. Companies that clearly score below the sector average are excluded from the portfolio. However, companies with just slightly below average ESG scores can be accepted in the portfolio depending on sector and regional risk characteristics of the overall portfolio. It is not disclosed what share of the portfolio is made up by companies with below average sustainability scores. After the best-in-class analysis, a limited set of sector- and product based exclusion criteria is applied with a clear focus on social issues: firearms, military contracting, nuclear energy, tobacco, gambling, pornography and fur. ING also excludes companies fundamentally engaged in businesses that contravene generally accepted values and standards: violation of the Universal Declaration of Human Rights, violation of the core ILO conventions, violation of OECD guidelines for Multinational Enterprises, Involvement in dictatorial regimes and violation of social laws. Page 1/5
2 Portfolio Quality Portfolio Quality (40%) 2.5 Positive Analysis: Stakeholder rating for large caps Social Performance Environmental Performance The environmental performance score of the portfolio is almost in line with the median fund, while the social performance score is slightly below it. Through the much higher weighting of the social performance, the overall impact of these scores is slightly negative. Positive Analysis: Product rating for small and midcaps Sustainability of Product The product sustainability score is on a slightly above median level. Due to the high 96.8% portfolio share with a product sustainability rating, this score has a significant neutralizing impact on the portfolio quality. Negative Screening: 10 most controversial companies Company Share Rating Controversies Nestle Bank of America BHP Billiton Apple JPMorgan Chase Novartis Tesco Wells Fargo Goldman Sachs Group BASF Page 2/5
3 Engagement Engagement (20%) 3.2 Engagement Policy Company Dialogue The fund manager set up a formal engagement policy which regulates the activities in the area of company dialogue and proxy voting. However, company dialogue includes only a minority of the portfolio companies and covers corporate governance, but also environmental and social issues. Examples of the company dialogue are disclosed to the public in the newsletter. Voting rights are exercised for all portfolio companies. A detailed proxy voting report is available on the fund manager?s web page. Proxy Voting Shareholder Resolution Transparency Transparency (10%) 4.0 Description of SRI approach Description of ESG criteria Overall, the fund is transparent. From a financial point of view, all relevant documents are available on the web page. SRI related information is disclosed in a separate report according to the EUROSIF transparency guidelines. However, the information in the EUROSIF report could be more detailed, especially when it comes to the description of the non-financial investment criteria and the outcome of the non-financial research process. The full portfolio of the fund is not disclosed. Description of research process Disclosure of full portfolio Description of engagement EUROSIF Signatory Page 3/5
4 Fund Allocation Data Currencies / Regions United States 46.4 United Kingdom 12.0 Japan 7.2 Germany 6.3 Switzerland 5.9 France 4.3 Canada 2.4 Portugal 2.0 Hong Kong 2.0 others 11.6 Sector Fund* MSCI** Energy Materials Industrials Consumer Discretionary Consumer Staples Health Care Financials Information Technology Telecommunication Services Utilities *Sector values of the corporate part **Sector values MSCI World as per Position Apple 2.1 Procter Gamble 2.0 Johnson Johnson 2.0 JPMorgan Chase 1.9 PepsiCo 1.9 VF 1.8 Nestle 1.8 Wells Fargo 1.8 AT 1.6 Sanofi 1.6 Page 4/5
5 Important Information Some of the information on this page and other related pages is provided to you for your information and is received from the Fund Management Company administering this fund. yoursri accepts no liability for the reliability or accuracy of the data provided by third parties. Read more about our data sources in our Terms Conditions. The value of financial investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. CSSP AG further accepts no liability for financial prejudice allegedly resulting from inaccuracy of assessments or data or from the misinterpretation of their scope. The assessments and data reported in this fact sheet are offered by CSSP AG / yoursri for informational purpose or for being used by financial professionals. They are in no way recommendations to invest or disinvest in any financial product. They must not be understood as a financial forecast of financial performance of underlying securities or researches companies. If you are unsure about the suitability of an SRI-investment please contact CSSP or your financial adviser/intermediary. Portions of the assessments and data reported above are offered by Care Group AG for informational purpose only or for being used by financial professionals. Care Group AG cannot in any way guarantee the full accuracy or exhaustiveness of its analyses and cannot therefore accept any responsibility in case of reporting of false, inaccurate or incomplete information. The information is based on sources Care Group AG believes to be reliable, but its accuracy is not guaranteed and it may be incomplete. Any opinions expressed are subject to change without notice. Care Group AG accepts no liability for financial prejudice allegedly resulting from inaccuracy of assessments or data or from the misinterpretation of their scope. They are in no way recommendations to invest or disinvest in any financial product. They must not be understood as a financial forecast of financial performance of underlying securities of researched companies. Portions of the mutual fund information contained in this table was supplied by Lipper, A Thomson Reuters Company, subject to the following: Copyright 2013 Thomson Reuters. All rights reserved. Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. Lipper and/or yoursri shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. Page 5/5
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