New Capital is part of EFG Asset Management. For more information visit: www.efg.com
An integrated approach for responsible investing
Investing in a sustainable and responsible manner has rapidly become a much more important consideration for banks, asset managers, their clients, shareholders and society at large. At EFG we believe when selecting and managing investments we must take ESG criteria into account. Despite its many challenges we see integration as the most sensible approach to meet the requirements of our investors and the broader aims of the economy, the environment and society. Although this will be an evolving journey, it is our intention to clarify our approach to this significant topic through the selection of the below explanatory pieces.
Our commitment
We are a member of the Swiss Sustainable Finance (SSF) association and a signatory to CDP and Climate Action 100+. These partnerships support our efforts to address the challenges and opportunities related to a broad range of ESG issues. For a comprehensive list of our memberships and partnerships, please see pages 31 - 32 of EFG’s Sustainability Report 2025.
Sustainability Related Disclosures
For website disclosures on Art. 10 SFDR of each New Capital fund classified Art. 8 or Art. 9., please visit the fund pages below and navigate to the Documents section, then 'ESG Documents' tab:
New Capital Asia Future Leaders Fund
New Capital Climate Transition Equity Fund
New Capital Dynamic European Equity Fund
New Capital Dynamic UK Equity Fund
New Capital Emerging Markets Future Leaders Fund
New Capital Euro Value Credit Fund
New Capital Fund Lux - EUR Shield
New Capital Global Equity Conviction Fund
New Capital Global Equity Income Fund
New Capital Global Convertible Bond Fund
New Capital Global Value Credit Fund
New Capital Healthcare Disruptors Fund
New Capital Strategic Portfolio UCITS Fund
New Capital Global High Yield Bond Fund
New Capital Swiss Small and Mid-Cap Future Leaders Fund
