Fund Solutions

This Week’s Fund News: JP Morgan AM, Citi, J Safra Sarasin and More

ESG Investor’s weekly round-up of news on funds designed to meet sustainable investing criteria. 

JP Morgan Asset Management has launched a new sustainable ETF, the JPMorgan Carbon Transition Global Equity UCITS ETF (JCPT). Offering core exposure to global equities with a low tracking error against the MSCI World Index, the ETF is designed to provide a meaningful reduction in carbon intensity. Using a forward-looking proprietary research framework to identify companies most aligned with the transition to a low carbon economy across all sectors, JPCT will offer investors at least 30% less carbon intensity than the MSCI World index, alongside a year-on-year de-carbonisation target of at least 7%. “Our carbon transition global equity ETF should help meet those needs, as clients look to integrate low carbon transition considerations when investing in global equities,” said Oliver Paquier, Head of ETF Distribution for EMEA at JPM AM.

Citi has issued a structured investment linked to the iShares ESG Aware MSCI USA ETF, an exchange-traded fund seeking to track the performance of the MSCI USA Extended ESG Focus Index. Composed of US companies with positive ESG characteristics, the index attempts to exhibit risk and return characteristics similar to those of the MSCI USA Index. “This bond offering underscores our ongoing commitment and we will continue to provide innovative and client-centric solutions to help drive positive social and environmental impact around the world,” said Fabrice Hugon, Head of Americas Sales, Cross Asset Solutions. Citi announced its new 2025 Sustainable Progress Strategy to help accelerate transition to a low-carbon economy earlier this year.

J Safra Sarasin has launched a new sustainable equites fund which supports the United Nation’s Sustainable Development Goals (SDGs).Investing in global, high quality companies with strong sustainability practices contributing to the SDG’s, the JSS Sustainable Equity – SDG Opportunities fund relies on the bank’s ‘SDG Engine’, developed to identify company revenues which positively contribute towards achieving SDGs. “We see this offering as a next step in sustainable investing, providing investors access to a solution that is as close to impact investing as one can get within public equities,” said Jann Breitenmoser, Portfolio Manager of the newly created fund.

JO Hambro Capital Management has launched an impact investment fund, the Regnan Global Equity Impact Solutions Fund, alongside its affiliate investment manager Regnan. The new fund, a high conviction, diversified, global multi-cap portfolio, is Regnan’s first strategy for the UK market, and will invest in 30-40 companies that find “solutions to the environmental or social challenges we face today,” according to Fund Manager Tim Crockford.

The practical information hub for asset owners looking to invest successfully and sustainably for the long term. As best practice evolves, we will share the news, insights and data to guide asset owners on their individual journey to ESG integration.

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