News · Media release
LGT Capital Partners launches impact equity fund
The new fund relies on an active equity portfolio that focuses on high-impact companies that also offer strong fundamentals. It follows the three impact themes of climate action, sustainable industries and communities, and health and well-being. It is classified as an Article 9 fund under the EU Sustainable Finance Disclosure Regulation.
Pfaeffikon, 21 November 2025. The LGT CP Impact Equity Global fund targets measurable positive social and environmental outcomes coupled with attractive risk-adjusted returns. It invests globally in a concentrated yet diversified equity portfolio of 25 to 40 single positions. The fund seeks to make investments in companies with strong fundamentals, long-term business models and favorable growth potential. Key sector exposures include industrials, healthcare and information technology. The MSCI AC World Index serves as the fund’s benchmark.
The fund uses the same proprietary impact framework as LGT Capital Partners’ private equity impact strategies, which were established five years ago. To be considered for investment, a company must have a net positive impact on one or more of the United Nations Sustainable Development Goals (SDGs) and contribute to one of the following focus themes:
- Climate action: energy transition, resource management and circular economy
- Sustainable industries and communities: decarbonization enablers, inclusive growth, smart buildings and infrastructure
- Health and well-being: healthcare, responsible well-being
Marc Gonzales, Principal at LGT Capital Partners, said: “After launching our impact private equity strategies a few years ago, we are pleased to now introduce an impact strategy in the public equity domain. We believe that public equities can help to unlock untapped impact potential, as the major transitions required within an economic, social and environmental context cannot be realized by private markets alone. The strategy is backed by the Princely Family of Liechtenstein and our employees, who invest in the same portfolio as our clients.”
LGT Capital Partners
LGT Capital Partners is a leading global specialist in alternative investing with over USD 110 billion in assets under management and more than 700 institutional clients in 50 countries. An international team of over 900 professionals is responsible for managing a wide range of investment programs focusing on private markets, multi-alternatives and diversifying strategies, as well as sustainable and impact strategies. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in San Francisco, New York, Dublin, London, Paris, The Hague, Luxembourg, Frankfurt am Main, Vaduz, Dubai, Beijing, Hong Kong, Tokyo, Singapore and Sydney.
IMPORTANT INFORMATION
AuM is estimated and subject to change. Private market assets are stated in terms of committed capital. This marketing material was issued by LGT Capital Partners Ltd., Schuetzenstrasse 6, CH-8808 Pfaeffikon, Switzerland and/or its affiliates (hereafter "LGT CP") with the greatest of care and to the best of its knowledge and belief. LGT CP provides no guarantee with regard to its content and completeness and does not accept any liability for losses which might arise from making use of this information. The opinions expressed in this marketing material are those of LGT CP at the time of writing and are subject to change at any time without notice. If nothing is indicated to the contrary, all figures are unaudited. This marketing material is provided for information purposes only and is for the exclusive use of the recipient. It does not constitute an offer or a recommendation to buy or sell financial instruments or services and does not release the recipient from exercising his/her own judgment. This marketing material may not be reproduced either in part or in full without the written permission of LGT CP. It is not intended for persons who, due to their nationality, place of residence, or any other reason are not permitted access to such information under local law.
Important information
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ESG investment strategies integrate environmental, social and governance (ESG) factors into the investment process. Investors should note the Investment Manager’s assessment of ESG characteristics may change over time and the ESG conclusions of the Investment Manager might not reflect the ESG views of investors. There is no guarantee that a company meets the expectations in relation to ESG. LGT CP integrates an assessment of Sustainability Risks into its investment processes. The results of this assessment and the potential impact on returns may vary. LGT CP or the appointed manager may rely on third-party ESG data or research providers to produce any ESG-related analysis. Such data or research may be imprecise, incorrect or unavailable and the resulting analysis may be impacted. It is considered that the policies adopted to assess and mitigate Sustainability Risks may mitigate such risks to the fund. This Fund is aligned with Article 9 of (EU) 2019/2088, but does not have carbon reductions as its objective. It does not attain its sustainable investment objective in the manner prescribed in Article 9(3) of such regulation. This product is based overseas and is not subject to FCA sustainable investment labelling and disclosure requirements. Further details on ESG integration and sustainability-related stewardship can be found on lgtcp.com.
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Additional information
Switzerland: Representative LGT Capital Partners Ltd., Schützenstrasse 6, CH-8808 Pfäffikon. Paying agent LGT Bank (Switzerland) AG, Lange Gasse 15, CH-4002 Basel. In respect of the units advertised or offered in and from Switzerland, the place of jurisdiction is Pfäffikon SZ, Switzerland.
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Additional information for outside of Europe
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