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MainFirst –
Global Equities Fund

MainFirst Global Equities Fund is a globally investing equity fund that pursues a thematic investment approach. The approach focuses on structural growth investment themes, such as digitalisation or automation at present. Stocks are selected based on comprehensive company analyses (bottom-up). The fund’s equity and currency allocation can be tactically hedged using futures contracts. The aim is to outperform the benchmark index in the long term.

Learn more

MainFirst –
Global Equities Fund

MainFirst Global Equities Fund is a globally investing equity fund that pursues a thematic investment approach. The approach focuses on structural growth investment themes, such as digitalisation or automation at present. Stocks are selected based on comprehensive company analyses (bottom-up). The fund’s equity and currency allocation can be tactically hedged using futures contracts. The aim is to outperform the benchmark index in the long term.

Learn more

MainFirst – Global Equities Fund

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More about the fund

The MainFirst Global Equities Fund is a globally investing equity fund with an equity allocation between 0 and 100%. The fund focuses on promising investment themes such as digitalization, automation and decarbonization. The aim is to outperform the MSCI World Net Total Return EUR Index over the long term. The fund has already received several awards for its performance.

Stocks are selected based on comprehensive company analyses (bottom-up), with preference given to companies undergoing structural growth (growth approach). The investment focus can be on American, Asian or European companies with any market capitalisation.

The investment team focuses on investment themes driven by structural trends such as technological advances, the new generation of digital consumption or climate change. They select companies with the best growth potential and the potential to become future champions.

The focus is on long-term investments with a minimum investment horizon of five years.
Hedging instruments are used to reduce the fund's risk during periods of increased stress.

The fund management team consists of Frank Schwarz, Adrian Daniel, Patrick Vogel, Jan-Christoph Herbst and Johannes Schweinebraden.

UNPRI

MainFirst is committed to the Principles for Responsible Investment (UNPRI) for all investments.

SECTOR EXCLUSIONs (PRODUcT ENGAGEMENT)

In addition, the fund management team wants to make the world a better place by actively investing sustainably. Therefore, we strengthen the sustainability approach of the MainFirst Global Equities Fund by excluding other sectors:

 

Energy & Environment:

    • Nuclear power
    • Oil & gas
    • Coal
    • Genetically modified plants & seeds

 

Value-based sectors:

    • Tobacco
    • Adult entertainment

 

Defence & Military

    • Armaments

 

ESG risk analysis
For us, sustainable investing means incorporating ESG risks as a key aspect of the investment process into the investment decision. The MainFirst Global Equities Fund aims to achieve a better ESG risk score on average than the global investment universe. For this score we use the analyses of the external rating agency Sustainalytics.

GLOBAL STANDARDS

The exclusion of companies that do not meet the criteria of human rights, labour rights, environment or anti-corruption according to the Global Standards of the UN Global Compact is also a basic requirement of the investment.

MSCI ESG Fund Ratings

MSCI ESG Fund Ratings aim to measure the resilience of investment funds to long-term risks and opportunities arising from Environment, Social and Governance (ESG) issues. Thus, the rating provides greater transparency and a better understanding of the ESG characteristics of fund components in investor portfolios.

MORNINGSTAR sustainability RATING

The Morningstar Sustainability Rating  a measure of how well the companies in the portfolio manage their ESG risk relative to the other funds in the global fund category.

Climate impact   

Our goal is to create verifiable transparency with science-based climate impact analyses. Together with the climatrics provider right. based on science GmbH, the economic and ecological aspects of decarbonisation are combined in a tangible and meaningful degree figure for this purpose.
With a view to the goals of the Paris Climate Agreement, right. based on science calculates the contribution of the portfolio and the benchmark to climate change (global warming).
Accordingly, the MainFirst Global Equities Fund contributes 1.1 °C (as of 01.01.2021) less to global warming than its benchmark MSCI World and thus confirms its ecological claim.

ESG LABEL

Independent ESG labels provide clarity and act as a compass for investors when deciding on sustainable investment solutions. They are characterised by objective standards, credibility and transparency.

The "FNG label" as the quality standard for sustainable investment funds in German-speaking countries (Germany I Switzerland I Austria) was awarded to the fund.

In addition, the fund was awarded the "LuxFlag ESG Label" quality label of the independent and international labelling agency for sustainable investment funds Luxembourg Finance Labeling Agency.

FNG Sustainability Profile 

The FNG Sustainability Profile provides an overview of the sustainability criteria used and other key data on the fund and serves as a guide for selecting sustainable retail funds. The FNG Sustainability Profile is based on the FNG-Matrix - a database for all information about sustainable mutual funds.

European SRI Transparency logo           

The European SRI Transparency logo signifies that the MainFirst Affiliated Fund Managers (Deutschland) GmbH commits to provide accurate, adequate and timely information to enable stakeholders, in particular consumers, to understand the Socially Responsible Investment (SRI) policies and practices relating to the fund. Detailed information about the European SRI Transparency Guidelines can be found on www.eurosif.org. The Transparency Guidelines are managed by Eurosif, an independent organisation. The European SRI Transparency Logo reflects the fund manager’s commitment as detailed above and should not be taken as an endorsement of any particular company, organisation or individual.

The current European Transparency Code of the fund can be found here