Overview

Investment Objective
The Fund seeks to capture the performance of international Sustainability Leaders. SAM believes that, over time, these companies will outperform the broader international equity markets.

The Selection Process
Drawing on the world's 2,500 largest stocks as represented in the Dow Jones Global Index, SAM analysts seek to identify those companies which are leading in terms of their sustainability performance. The methodology to select companies for inclusion in the Dow Jones Sustainability World Index (DJSI World) is based on the application of specific criteria to assess opportunities and risks deriving from the economic, environmental and social dimensions of each of the eligible companies in the DJSI World investable stocks universe. The criteria are built into the corporate sustainability assessment, which quantifies the sustainability performance of a company by assigning a corporate sustainability performance score. This score is used to identify the leading sustainability companies in each industry group. The top 10 percent (approximately) in each industry group are selected as DJSI World members. The portfolio construction and maintenance rules developed by SAM have been summarised in a special rulebook (the Dow Jones Sustainability World Indexes Guide). The rules are modified from time to time to refine the selection process.