Brown Advisory U.S. Sustainable Growth Fund
IE00BF1T6T10
| Issuer | Brown Advisory Funds Plc |
|---|---|
| Fund provider | Brown Advisory LLC |
| Fund type/Asset class | Equity fund |
| Legal form | UCITS V |
| Fund issue date | 31/12/2009 |
| Last Update | 03.07.2023 |
| Benchmark | Russell 1000 Growth Index (net) |
| Tranche | Institutional Investors |
Risk Indicator (PRIIP)
6 of 7
Licensed in
D,
A,
CH,
LU
Classification by SFDR
Article 8
EU Taxonomy
-
% of Sustainable Investments according to SFDR
-
Principal Adverse Impacts
Greenhouse Gas Emissions
Water
Waste
Biodiversity
Energy Efficiency and Fossil Fuels
Social and Employee Matters
Sustainable Development Goals
No explicit details regarding the Sustainable Development Goals
Normal allocation
| Equities | 95 % to 100 % |
|---|---|
| Bonds | Excluded |
| Money market/Bank deposits | Excluded |
| Commodities | Excluded |
| Direct investments | Excluded |
| Derivatives | Excluded (for hedging only) |
| Other | - |
Sustainability approach
| Principal Adverse Impacts |
Greenhouse Gas Emissions
Water
Waste
Biodiversity
Energy Efficiency and Fossil Fuels
Social and Employee Matters
|
|---|---|
| Further remarks on the consideration of SDGs | - |
| Rationale behind classification according to SFDR | Article 8 The Fund assessed every investment from an ESG and fundamental perspective, and determines that every holding promotes environmental and social characteristics, and does not engage in harmful activities as defined in the exclusionary screen used for the fund. In addition to this, 80% of the fund will be invested in “sustainable investments”. These “sustainable investments” are companies that have been identified as having mature sustainable business practices that drive sustainable outcomes. The fund may also invest in companies that have emerging sustainable business practices that are expected to make growing contributions to sustainable outcomes in the coming years. |
| Engagement | Yes, organized internally Link to engagement policy |
| Voting | Yes, organized internally Link to voting policy |
| Best-in/of-Class | No |
| ESG-Integration | Yes ESG factors are considered throughout the investment process of the Fund. Since inception, the Portfolio Managers have focused on uncovering large-cap companies that are building strong, successful business models by growing revenues, trimming costs and increasing enterprise values thanks to their sustainable business advantages ('SBAs'). A company must be managing its ESG risks well and possess an SBA to be included in the portfolio. The Fund also adds back end screens. |
| Norm-based screening |
UN Global Compact
|
| Themes |
-
|
| Impact Investing |
-
|
| Further information on the sustainability approach | - |
Research and Transparency
| In-house sustainability analysis | Yes, 12 |
|---|---|
| Research partners | No |
| Percentage of portfolio with sustainability analysis | 100 % |
| Strategically important suppliers included | No |
| Sustainability advisory committee | Advisory Yes, Brown Advisory has established a Sustainable Investing Advisory Board. Board members can be found here: https://www.brownadvisory.com/intl/people/board-of-directors?field_discipline_target_id=306&sort_by=field_last_name_value&sort_order=ASC |
| Analysis of portfolio CO2 | Yes, backward-looking indicator Third party ESG ratings and carbon data are one input to our ESG Assessments, and the portfolio managers receive a report listing third party ESG ratings and carbon intensity on a periodic basis. |
| Sustainability reporting | Yes We aim to be as transparent as possible by reporting on our ESG metrics and impact in many different ways. We have been producing Impact Reports for the Strategy on an annual basis since 2018. |
| At least monthly portfolio publication | Yes Link to monthly portfolio publication |
| Certification/Label awarded by independent auditors |
FNG Label ★★
Luxflag Label
|
Environmental
Exclusion of sectors / areas of business – companies
| Fossil fuels (Coal, Oil and Gas) | Yes |
|---|---|
| Nuclear power (operation and components) | Yes 5 % Turnover threshold |
| Green genetic engineering | No |
| Chlorine and agrochemicals (biocides) | No |
| Other | - |
Exclusion of business practices – companies
| Environmentally damaging behaviour | No |
|---|---|
| Damage to biodiversity | No |
| Other | - |
Exclusion criteria – countries
| Non-ratification of the Paris Climate Agreement | No |
|---|---|
| Non-ratification of the Protocol on Biosafety | No |
| Non-ratification of the UN Biodiversity Convention | No |
| Nuclear power by proportion of gross energy production | No |
| Other | - |
Social
Exclusion of sectors / areas of business – companies
| Weapons/Armaments | Yes 5 % Turnover threshold |
|---|---|
| Cluster bombs and anti-personnel mines | Yes |
| Weapons of mass destruction (ABC/CBRN) | Yes |
| Tobacco products | Yes 5 % Turnover threshold |
| Pornography | Yes 5 % Turnover threshold |
| Spirits/Alcohol | Yes 5 % Turnover threshold |
| Gambling | Yes 5 % Turnover threshold |
| Other | - |
Exclusion of business practices – companies
| Labour rights (ILO core labour standards) | No |
|---|---|
| Exploitative child labour | No |
| Violation of human rights | No |
| Animal testing | Yes |
| Other | - |
Exclusion criteria – countries
| Labour rights | No |
|---|---|
| Violation of human rights | No |
| Military spending as a percentage of GDP | No |
| Death penalty, torture | No |
| Countries classified by Freedom House as not free | No |
| Violations of the Nuclear Non-Proliferation Treaty | No |
| Violations of other non-proliferation treaties | No |
| Other | - |
Governance
Exclusion of business practices – companies
| Corruption and bribery | No |
|---|---|
| Tax: planned avoidance & detected violations | No |
| Other | - |
Exclusion criteria – countries
| Corruption | No |
|---|---|
| Other | - |
More on data availability
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EU Taxonomy
It is possible that reported KPIs for taxonomy eligibility and alignment (being limited to corporate issuers / including only selected economic activities) are low or that KPIs cannot be reported due to limited data availability. Data may be available with a time lag. Data comparability may be limited due to differences in the scope of the economic activities considered. As soon as data is available in sufficient quantity and quality, it will be published in accordance with regulatory requirements.
Quelle: Unternehmensangaben. | Für die Angaben der Unternehmen kann keine Haftung übernommen werden. Die Angaben dienen nur zur Information und stellen keine Beratung oder Empfehlung dar. Bitte beachten Sie den Haftungsausschluss unter www.forum-ng.org/disclaimer. Das FNG-Nachhaltigkeitsprofil bietet nur einen ersten Überblick und ist kein Ersatz für eine eigenständige Analyse. Weiterführende Erläuterungen finden Sie unter www.forum-ng.org
FNG-Sustainability profiles disclaimer
- Bei den vorstehenden Angaben im Rahmen der FNG-Nachhaltigkeitsprofile handelt es sich lediglich um Zusammenstellungen, Übersichten oder Sortierhilfen, die vom Forum Nachhaltige Geldanlagen e.V. wertungsfrei bereitgestellt werden.
- Es wird ausdrücklich darauf hingewiesen, dass das Forum Nachhaltige Geldanlagen e.V. weder die Richtigkeit und Vollständigkeit noch die Plausibilität der in den FNG-Nachhaltigkeitsprofilen enthaltenen Angaben überprüft hat. Diese Angaben beruhen ausschließlich auf den von den jeweiligen Anbietern bereitgestellten Daten, auf die das Forum Nachhaltige Geldanlagen e.V. keinen Einfluss hat.
- Die Aktualität der eingegebenen Daten richtet sich nach dem im FNG-Nachhaltigkeitsprofil des jeweiligen Produkts angegebenen Aktualisierungsdatum, wiedergegeben ist also der Stand zu diesem Datum. Im Zweifel sind die bei der jeweiligen KVG hinterlegten Daten als aktuell zu betrachten. Das Forum Nachhaltige Geldanlagen e.V. hat darauf jedoch keinen Einfluss und kann daher keine Gewähr für eine jederzeitige Aktualität übernehmen, da die FNG-Nachhaltigkeits-Inhalte von den Anbietern selbst zu befüllen und ggf. zu aktualisieren sind.
- Die in den FNG-Nachhaltigkeitsprofilen bereitgestellten Informationen stellen keine Anlageempfehlungen dar. Sie dienen lediglich Informationszwecken zu bestimmten Nachhaltigkeitsaspekten und können weder eine fachgerechte Anlageberatung noch eine qualifizierte Produktaufklärung ersetzen. Es wird daher empfohlen, vor Kauf oder Verkauf der in den FNG-Nachhaltigkeitsprofilen aufgeführten Anlageprodukte die Dienste eines professionellen Anlageberater in Anspruch zu nehmen und die vollständigen Verkaufsunterlagen (insbesondere Verkaufsprospekt) des jeweiligen Anlageprodukts aufmerksam durchzulesen. Insoweit wird ergänzend darauf hingewiesen, dass Anlageprodukte generell mit Verlustrisiken bis hin zu einem Totalverlust behaftet und auch in der Vergangenheit erzielte Gewinne kein zuverlässiger Indikator für zukünftige Ergebnisse sind.