Hints and tips:
...Four have adopted pro-ESG laws, according to the K&L Gates law firm....
...Morningstar has not always been the biggest advocate for thematic investing....
...Overall fees for the mutual fund, which is offered in institutional shares as well as Class I, Class A, Class L, Class C and Class R6 share classes, range from 37 bps to 152 bps....
...Passive funds managed to increase their share of the global market by 2.3 per cent to 38 per cent, according to Morningstar Direct data....
...The top five contributors to the fund’s performance last year were Meta Platforms, Microsoft, Novo Nordisk, L’Oréal and IDEXX Laboratories....
...Morningstar, the data provider, counts 19 such funds — many of which are less than a year old, with no meaningful performance data as yet....
...Letter in response to this article: Wind farms don’t just want inflation-indexed contracts / From Abby L Watson, President, Groundwire Strategies, Norristown, PA, US...
...Morningstar suggested this was evidence that investors don’t necessarily give up performance when investing sustainably....
...The plunge means this could be the right time to buy into battery technologies, says Kenneth Lamont, senior fund analyst at Morningstar....
...Some 35 funds, worth a combined $55bn, have made the switch in the past two years, according to Morningstar....
...Vanguard has faced criticism in recent years for its lacklustre net zero commitments and continued investment in fossil fuels, with a Morningstar report in July pointing out that the firm had committed 0...
...Kenneth Lamont, a senior research analyst at Morningstar, noted that while the HAN ETF fund and the iShares fund both weight holdings based on their exposure to clean energy revenue, they differ notably...
...The iShares Agribusiness Ucits ETF (SPAG) took in €418mn, and iShares Digital Security Ucits ETF (SHLG) and L&G Cyber Security Ucits ETF (ISPY) both took in more than €200mn in Q1....
...For example, iShares Automation & Robotics UCITS ETF (RBOT) and L&G Global Robotics and Automation UCITS ETF (ROBG) only have one holding out of their top 10 in common, despite both running to a global mandate...
...Very different examples from the first category include L&G Digital Payments UCITS ETF (DPAY) and Procure Space UCITS ETF (YODA)....
...This follows the launch of the L&G ESG Green Bond UCITS ETF and L&G Hydrogen Economy UCITS ETF in February....
...The trust will provide an alternative to the L&G Hydrogen Economy UCITS ETF (HTWG) and VanEck Vectors Hydrogen Economy UCITS ETF (HDGB) that emerged earlier this year....
...The pattern was repeated in Europe, with the $3.8bn iShares Automation & Robotics Ucits ETF (RBOT) seeing net outflows of $404m and $153m walking out of the door at the $1.3bn L&G Robo Global Robotics and...
...“Europe is a good opportunity now,” says Gavin Launder, manager of the European fund at L&G, the investment group. “Governments are now quite keen to promote tech-savvy companies....
...Global ESG-linked funds took in nearly $350bn last year, compared with $165bn in 2019, according to data from Morningstar....
...Europe is home to some amazing global brands, such as Ferrari, L’Oréal and LVMH, which might be expected to perform well as high-spending countries come out of recession....
...Retail investors withdrew £315m from property funds in December, according to Morningstar....
...Based on Morningstar data, we estimate Merian funds have seen H120 net outflow of c£4bn of which £1.7bn we estimate was from the GEAR strategy....
...In 2000, 14 per cent of fund managers were women, says Morningstar. Today, 14 per cent of fund managers are women....
...Mike Coop, head of multi-asset portfolio management at Morningstar Investment Management, avoids pricey index-linked UK bonds when seeking inflation protection....
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