Fund Manager:
Nikko Asset Management Co., Ltd

Research Provider:
Sustainable Asset Management, Swiss

Fund Name:
Nikko Global Sustainability Fund (Nickname: Globe) (with hedge)

Launch Date:
Nov-00

Screening (except economy):
Environmental and social values

KEY Characteristics:
Globe is a full-fledged sustainability-oriented SRI fund, emphasizing not only economic rationality in the choice of its investments but also environmental and social compatibility of companies. Nikko Asset Management bases its investment judgements for Globe on a review of the list of 'Sustainability Leaders' prepared by the SAM Group, a company specializing in screening companies on the basis of sustainability criteria. Then, fund managers further screen the 'Sustainability Leaders' to select stocks with growth potential, liquidity and relatively low market prices.

Asset Value:
0.5 billion Yen