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SAM in Australia: Products and Services

SAM Sustainability Leaders International Fund
SAM Sustainability Leaders Australia Fund



Products and Services
SAM currently offers the following investment products and services in Australia:

Segregated Accounts for Institutional Investors
SAM offers the management of segregated accounts to institutional investors, based on actively managed global shares and sustainable leaders portfolios. SAM also manages portfolios focusing on specific themes such as energy, water, materials and climate change.

SAM Sustainability Leaders Funds (Unit Trusts)
In cooperation with Vanguard Investments, Australia, SAM currently offers two wholesale unit trusts in Australia, the SAM Sustainability Leaders Australia Fund and the SAM Sustainability Leaders International Fund. SAM acts as the investment advisor providing research and determining stock selection and Vanguard acts as the investment manager constructing the portfolios and executing security trades..

The SAM Sustainability Leaders Funds offer investors an opportunity to invest in companies that lead their industry peers in terms of sustainable business practices. These Sustainability Leaders not only manage the standard economic factors affecting their business but also integrate environmental and social factors into their business strategies.