Global developed market all caps equities with ESG SRI screening. Passive tracker on FTSE Developed All Cap Choice Index.
Data as of
The Vanguard Group is a US-based private investment firm founded in 1975 by John Bogle, and is best known for offering low cost, uncomplicated mutual fund and ETF solutions. It manages over US$12tn worth of assets.
The Vanguard ESG Developed World All Cap Equity Index Fund is a passive index solution that tracks the FTSE Developed All Cap Choice Index using a representative sampling approach. The index is a free float-adjusted market capitalisation weighted index that is designed to measure the global developed equity market performance across large, mid and small caps. The index includes a ESG screening to exclude companies involved in non-renewable energy, vice products, weapons and controversial conduct. The fund has >3700 holdings vs index of >4400 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Vanguard Investment Series PLC - Vanguard ESG Developed World All Cap Equity Index Fund
This fund represents passive exposure to the global developed and emerging markets all caps equities for a broader universe than MSCI ACWI Index.
SPDR MSCI All Country World UCITS ETF
Dimensional Funds PLC - World Allocation 80/20 Fund
The Dimensional World Allocation 80/20 Fund is our FAIRHORIZON Orange reference benchmark solution that has 80% global developed equities and 20% global investment grade short-to-medium maturity bonds for global defensive equity-like returns and volatility.
This fund represents passive exposure to the global developed and emerging markets all caps equities for a broader universe than MSCI ACWI Index.
The ESG SRI screening appeals investors with related investment requirements.
Sectors
Geography