Saturday, July 2, 2022

First Sustainability-Centric Fund In The PH Caps Anniversary With Top Ranked Returns

First Sustainability-Centric Fund In The PH Caps Anniversary With Top Ranked Returns


How do you feel about this story?


ATR Asset Management’s (ATRAM) Sustainable Development and Growth Fund (SDGF) marked its first anniversary last February with the distinction of having the third highest return among Peso Equity funds in the Philippines in 2021.

The SDGF ended its first full year with a return of 21% – beating its benchmark of the Philippine Stock Exchange Index (PSEi) by over 18%. The SDGF is the first Unit Investment Trust Fund (UITF) in the Philippines that is designed to incorporate the United Nations Sustainable Development Goals (UN SDGs) in its investment process. The Fund selects and invests in companies that continuously improve sustainability aspects in their business as measured by ATRAM’s proprietary sustainability research.

ATRAM’s Chief Investment Officer (CIO), Phillip Hagedorn notes, “We are very proud that our sustainability investment strategy’s first anniversary returns are validating our belief that sustainability investing is the future of fundamental investing. To provide long-term returns to investors, we invested in companies that we view are ahead in integrating sustainability in their corporate strategy and operations. With the SDG Fund as one of our top-ranking funds in 2021, we feel confident in using our sustainability research in selecting the best performing stocks in the long-term”.

To Hagedorn, this is just the beginning. “The SDG Fund performed amazingly in its first year. This is a good start, but the Fund aims to be more every year. We also want it to be an instrument of change in firm and investor behavior towards sustainability. The investment process of this fund is not static and will continue to improve how it incorporates environmental and social aspects material to the Philippine stock market and economy in general.”

In 2021, ATRAM received the Editor’s Triple Star at The Asset’s Triple A Sustainable Investing Awards while ATRAM Wealth has been awarded a Editor’s Triple Star for Environmental, Social, and Governance (ESG) initiatives.

Latest News


The Talk

More Stories

MRT-3’s Free Rides, Antigen Tests End Thursday

The free rides and antigen tests at the Metro Rail Transit Line 3 have now ended.

Marcos Reaffirms Resolve To Strengthen Ties With Allied Countries

President Ferdinand Marcos Jr. renewed his commitment to further bolster the Philippines' relations with its allied countries.

Marcos Jr. Sworn In As Philippines’ 17th President

Ferdinand Romualdez Marcos Jr. took oath as the 17th President of the Republic of the Philippines, with a promise of promoting unity and bringing progress to the country.

Duterte Welcomes Marcos In Malacañang

Outgoing President Duterte on Thursday morning welcomed President-elect Ferdinand Marcos Jr. in Malacañang Palace.

FamilyMart Is Giving Your Grab Driver Free Coffee

This rainy season, it's time to reward our delivery driver's efforts by placing FamilyMart orders through GrabMart.