Fund Manager:
Credit Agricole Asset Management

Research Provider:
Innovest Strategic Advisors, Integral Development Asset Management

Fund Name:
AIA-JF Green Fund (or CAAM Green Planet Fund)

Launch Date:
Mar-06

Screening (except economy):
Environmental values, corporate social responsibilities

Key Characteristics:
AIA and JF Asset Management launched Hong Kong’s first socially responsible MPF fund named the Green Fund (or the Green Planet Fund). It stocks its portfolio only from the 1500 constituents of the MSCI World Index, basing the decision on companies’ financial performance as well as their environmental ratings classified by Innovest Strategic Advisors, an independent ratings agency. The fund can invest in a whole range of companies in industries ranging from energy, utilities, financials, consumer staples, IT, telecommunications services to healthcare, etc. Stock picking will be mainly on the environmental protection dimension with zero biases to market, sector or country.

Asset Value:
HKD54.5 Mil.

Additional Information:
http://www.bochk.com/content/45/345/1/Factsheet_E_final.pdf, http://www.ca-assetmanagement.com/hkg/?PHPSESSID=c77f5c48303aea56eedc440bb62f6d96