Fund Documents
About United Sustainable Asia Top-50 Fund
Invest for profit and purpose with Asia’s top 50 sustainable corporations who are shaping the region. The Fund aims to achieve long-term capital appreciation by investing in 50 in total, of the top corporations incorporated in, or whose principal operations are in, Asia including Japan. These companies are selected following the Fund’s investment focus on Environmental, Social, and Governance (ESG) factors using UOB Asset Management (UOBAM)’s proprietary ESG selection process.
Outlook of sustainability in Asia
In Asia, there has been growing awareness of the importance of sustainability, with strong commitment from governments to promote sustainability.
Asia growth
Asia's large population will enable a strong and resilient economic growth.
Source: PwC, PwC analysis for projections to 2050, June 2022.
Vulnerable to climate change
Greater resource utilisation and consumption is expected from the growing population trends and consumption pattern in Asia. In addition, Asia is more vulnerable to climate change than other parts of the world4.
Greater commitments, more policy developments, more sustainable investment opportunities
As one of the fastest-growing regions and most at-risk regions to climate shocks, Asia must develop in a sustainable manner. The commitments and policy developments by the governments of Asian countries are a positive step.
Asia's need for a sustainability transition presents a unique landscape full of sustainable investment opportunities. There is an estimated $1 trillion worth of annual economic opportunity to achieve a green economy by 2030 in Southeast Asia alone19.
Why Invest
The Fund presents a unique opportunity to invest for profit and purpose with Asia’s top 50 sustainable corporations who are shaping the region by successfully combining ESG, artificial intelligence and machine learning (AI-ML), fundamental research and collaboration with our regional offices and partners to achieve optimum returns.
Invest in Asia
We see opportunities for 3 prevalent megatrends that stood out as having potential to put Asia at the helm of future global growth. This marks a more mature phase of global economy accompanied by increased market volatility and lower earnings growth.
Invest in Asia
Changing demographics
Global markets are poised to experience changes from several major demographic shifts
Going Green
Asia offers plentiful investing opportunities while seeking to combat climate change
Digitalisation
The dotcom revolution brought the world of online shopping and an abundance of digital financial services to the man on the street
Thematic overlay
The Fund's focus is on investing in companies in renewables, electric vehicles, digital services, semiconductors, and smart consumables, aligning with the megatrends to come.
Outperformance against broad Asia equities
Investing in the Fund (annualised 1.59%) leads to outperformance vs. both Asia ESG Leader (annualised -2.46%) and broad Asian equities (annualised -0.58%).
Source: Factset, UOBAM Analysis, as at 30 June 2023, in SGD terms, on a net asset value (NAV) to NAV basis before subscription charges, with dividends and distributions reinvested if any. Fund's performance inclusive of subscription charges can be found later in the page. Past performance is not necessarily indicative of future performance.
Strong performance against benchmark since ESG conversion
Since its ESG conversion on 1st October 2020, the Fund has returned 1.43% (as at 30 June 2023). Its benchmark, the MSCI AC Asia Index, fell by -0.58% in the same period.
Source: Morningstar, as at 30 June 2023, in SGD basis, with dividends and distributions reinvested, if any.
Past performance is not necessarily indicative of future performance. Performance figures for 1 month till 1 year
show the % change, while performance figures above 1 year show the average annual compounded returns. Benchmark: 1
October 2020 to Present: MSCI AC Asia Index
^Includes the effect of the current subscription fee that is charged, which an investor might or might not pay.
Invest in Asia
Award-winning
The Fund has been awarded Top ESG Performance and Temperature Alignment awards at the Benchmark Top Sustainable Fund Awards 202020.
Investing with UOB Asset Management (UOBAM)
At UOBAM, we have an established ESG investment capability in Asia with 7 sustainability offices and an extensive regional network that provides localised and expert insights. In Japan, we have a strategic partnership with Fukoku Capital Management, one of the most experienced Asset Management firms in the ESG field in Japan.
Proprietary sustainable investment process
The Fund adopts UOBAM’s proprietary sustainable investment framework. The ESG integration process is anchored by ‘Man-and-Machine’ – a combination of artificial learning and machine learning (AI-ML) with strong on-the-ground fundamental and ESG research.
Technology
The Fund combines ESG & AI-ML to shortlist companies with strong ESG and high potential return
On the ground ESG research
Dedicated regional ESG resources uncover under-researched ESG opportunities and conduct company engagement
ESG measurement
Every company in the Fund’s holdings is assessed using UOBAM’s methodology which combines ESG data, AI-ML models and UOBAM’s independent analysis. This methodology helps our clients to track, measure and understand the sustainability profile and performance of the Fund ensuring desired high sustainability quality is achieved.
Invest in Asia
Award-winning
The Fund has been awarded Top ESG Performance and Temperature Alignment awards at the Benchmark Top Sustainable Fund Awards 202020.
Investing with UOB Asset Management (UOBAM)
At UOBAM, we have an established ESG investment capability in Asia with 7 sustainability offices and an extensive regional network that provides localised and expert insights. In Japan, we have a strategic partnership with Fukoku Capital Management, one of the most experienced Asset Management firms in the ESG field in Japan.
Proprietary sustainable investment process
The Fund adopts UOBAM’s proprietary sustainable investment framework. The ESG integration process is anchored by ‘Man-and-Machine’ – a combination of artificial learning and machine learning (AI-ML) with strong on-the-ground fundamental and ESG research.
Technology
The Fund combines ESG & AI-ML to shortlist companies with strong ESG and high potential return
On the ground ESG research
Dedicated regional ESG resources uncover under-researched ESG opportunities and conduct company engagement
ESG measurement
Every company in the Fund’s holdings is assessed using UOBAM’s methodology which combines ESG data, AI-ML models and UOBAM’s independent analysis. This methodology helps our clients to track, measure and understand the sustainability profile and performance of the Fund ensuring desired high sustainability quality is achieved.
More Information
| Fund Name | United Sustainable Asia Top-50 Fund |
|---|---|
| Investment Objective | To achieve long-term capital appreciation by investing in 50 in total, of the top corporations incorporated in, or whose principal operations are in, Asia including Japan. These companies are selected following the Fund’s investment focus on ESG factors using UOBAM’s proprietary ESG selection process. |
| Fund Classes Available21 | Class A SGD Acc , Class B SGD Acc |
| Subscription Mode | Cash – SGD/USD SRS – SGD |
| Minimum Subscription22 | Class A: S$1000/US$1000 (initial); S$500/US$500 (subsequent) Class B: S$500,000/US$500,000 (initial); S$100,000/US$100,000 (subsequent |
| Subscription Fee | Currently up to 5%; maximum 5% |
| Management Fee | Class A: Currently 1.50% p.a.; maximum 1.75% p.a. Class B: Currently 0.75% p.a.; maximum 1.75% p.a. |
| Dealing Frequency & Deadline22 | Generally every business day, on a forward pricing basis up till 3pm (Singapore time) |
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