EQT Responsible Investment Global Share Fund

Responsible Investing Approach

Equity Trustees recognise the importance of labour standards and environmental, social or ethical considerations in investments. ESG factors are taken into consideration as part of the Investment Manager's investment process however the weighting of these considerations in the ultimate investment decision will vary according to each investment.

Documents

Exclusions

The fund does not invest in manufacturers of tobacco, tobacco-based products, and nicotine alternatives, including e-cigarettes and vaping products. Furthermore, the fund excludes investments in manufacturers of controversial weapons, as defined by MSCI, which includes cluster munitions, landmines, biological and chemical weapons, depleted uranium weapons, blinding laser weapons, incendiary weapons, non-detectable fragments, and nuclear weapons.

Exclusions	Full/Partial Exclusion	Description
Tobacco	Full	No investment in manufacturers of tobacco, tobacco-based products and nicotine alternatives.
Weapons	Full	No investment in manufacturers of controversial weapons (as defined by MSCI) including cluster munitions, landmines, biological / chemical weapons, depleted uranium weapons, blinding laser weapons, incendiary weapons, and/or non-detectable fragments and nuclear weapons.

Inclusions

UN Sustainable Development Goals

Conventions & Treaties

The fund recognises the Principles for Responsible Investment (PRI) with all four underlying managers within the fund being signatories to the PRI. In terms of the Sustainable Development Goals (SDGs), sustainable equity funds are viewed favourably in the manager selection process. Higher scores and priority are assigned to managers with a demonstrated and consistent process in selecting sustainable companies that have positive contribution to one or more of the SDGs. Currently, there is one underlying manager in the fund that directs investments towards companies with a net positive revenue contribution to one or more of the SDGs.

Conventions & Treaties	Aligned	Description
Principles for Responsible Investment	Yes	All four underlying managers currently within the Fund are signatories to the PRI.
UN Sustainable Development Goals	Yes	Sustainable equity funds are viewed favourably in the manager selection process. Higher scores and priority are assigned to managers with a demonstrated and consistent process in selecting sustainable companies that have positive contribution to one or more of the United Nations' Sustainable Development Goals (SDGs). There is currently one underlying manager in the Fund direct investment towards companies that have a net positive revenue contribution to one or more of the SDGs.

ESG Score

ESG Score
Does the portfolio have an ESG score?	No
If so, who is responsible for calculating the score?	N/A
If the portfolio has an ESG score, how often is that score recalculated to account for changes to portfolio holdings?

Impact Investing Score

Impact Investing Score
Does the portfolio have an Impact Investment score?	No
If the portfolio has an Impact Investment score, how often is that score recalculated to account for changes to portfolio holdings?
Does the fund publish its holdings publicly?	Yes

Policies, Certification & Marketing

Policies, Certification & Marketing
Responsible investing policy	View Responsible investing policy document
Proxy voting policy	View Proxy voting policy document
Is the fund RIAA certified?	Yes
Date certified	31 Oct 2023

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