NT World Green Transition Index Fund

The NT World Climate Equity Fund (Formerly the NT World Green Transition Index Fund) is a passive index tracking fund that invests in companies from developed market countries which meet certain ESG and sustainable criteria. Equity Trustees Limited acts as the responsible entity and Northern Trust Asset Management Australia Pty Ltd acts as the investment manager of the Fund.

The investment objective of the Fund is to seek to closely match the risk and return characteristics of a custom index, the MSCI World Climate Series A Index (“Index”). The Index seeks to exclude certain companies from the MSCI World Index (being the initial applicable universe) based on predetermined and objective ESG and sustainability criteria chosen by Northern Trust Asset Management. Please refer to the Fund Documents (linked below) for further description of the Fund and how the Index operates.

To access the Fund’s Product Disclosure Statement, Reference Guide and Fact Sheet, please click here.

Fund Engagement Reports

Where the Fund chooses to carry out corporate engagement with a company held by it in relation to the company’s social, ethical or environmental practices, the Fund will follow the Northern Trust Global Engagement Policy available here.

When exercising voting rights in respect of securities held by the Fund, the Fund will follow the Northern Trust Proxy Voting Guidelines, available here.

The webpage has been created and published by Northern Trust Asset Management Australia Pty Ltd (ACN 648 476 019).  Northern Trust Asset Management Australia Pty Ltd holds an Australian Financial Services Licence (Licence Number: 529895) and is regulated by the Australian Securities and Investments Commission, with its registered office at Level 12, 120 Collins Street, Melbourne, Victoria 3000, Australia. Equity Trustees Limited (‘Equity Trustees’) (ABN 46 004 031 298) AFSL 240975, is the Responsible Entity for the NT World Climate Equity Fund  (‘the Fund’). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX:EQT). 

 IMPORTANT INFORMATION

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Northern Trust and its affiliates may have positions in and may effect transactions in the markets, contracts and related investments different than described in this information. This information is obtained from sources believed to be reliable, and its accuracy and completeness are not guaranteed. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of Northern Trust and are subject to change without notice. 

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