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.”