Brown Advisory U.S. Sustainable Growth Fund

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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
FNG Siegel

Risk Indicator (PRIIP)
6 of 7

Licensed in
D, A, CH, LU

Classification by SFDR
Article 8

EU Taxonomy
- Anchorlink to data availability

% of Sustainable Investments according to SFDR
-

Principal Adverse Impacts

PAI PAI

Greenhouse Gas Emissions

PAI PAI

Water

PAI PAI

Waste

PAI PAI

Biodiversity

PAI PAI

Energy Efficiency and Fossil Fuels

PAI PAI

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 Externer Link Link to engagement policy
Voting Yes, organized internally Externer Link 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 Externer Link 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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  1. 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.

FNG-Sustainability profiles disclaimer

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  1. 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.  
  2. 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.
  3. 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.
  4. 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.