New Capital is part of EFG Asset Management. For more information visit: www.efg.com
Responsible investing
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
Our commitment is demonstrated through being a signatory to the Principles for Responsible Investment (PRI) and the Swiss Sustainable Finance (SSF) association (through EFG Switzerland). These mutually enriching partnerships collectively define, assess and face the challenges and opportunities linked to the wide range of issues covered by ESG criteria.
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 Europe 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
Our ESG reports
ESG in investing
Listen to our Chief Investment Officer, Moz Afzal and Jason Jay from MIT Sloane in conversation discussing the importance of and future for ESG in investing.
"EFG Beyond The Benchmark Podcast: Jason Jay on ESG In Investing’".
EFG has a thoughtful and sensible approach to ESG scoring and integration in the investment process.
The sustainability journey
Senior Lecturer at MIT Sloan School of Management and EFG Future panellist, Jason Jay discusses The journey of integrating sustainability and ESG into the business world began a decade or so ago but there are still important hurdles to overcome.
To find out more about our EFG Future Leaders panel please visit our dedicated website efgfutureleaderspanel.com.