Montrusco Bolton makes its Global Equity ex Fossil Fuels Strategy available to European investors with Universal Investment

Montrusco Bolton Investments, an independent Canadian asset management firm, has introduced its Global Equity ex Fossil Fuels strategy to the European market. The Montrusco Bolton Global Equity ex Fossil Fuels Fund (ISIN: IE000NYY03X9) was launched as a sub-fund of the ICAV in partnership with Universal Investment Ireland. Consistent with Montrusco Bolton’s proven Global Equity strategy, the fund is anchored in fundamental bottom-up analysis and a long-term investment focus to generate alpha during periods of market volatility. The integration of responsible investment criteria into the investment process remains a key component of Montrusco Bolton’s investment approach since the underlying strategy was initiated in 2018 for institutional investors. As an Article 8 fund, the strategy excludes fossil fuels from its investible universe, in line with its benchmark, the MSCI ACWI ex Fossil Fuels ex Coal Generation Select Index. Universal Investment Ireland has been appointed as Management Company and administrator to the ICAV and each of its sub-funds and through the Universal Investment Group supports the fund’s active distribution to institutional investors in the DACH region.

As a signatory to the Principles for Responsible Investment (“PRI”), Montrusco Bolton is committed to continue its strong growth trajectory in the DACH region. Montrusco Bolton’s Global Equity strategy has been available to European investors since April 2022, following the launch of its Luxembourg-domiciled fund which is distributed in collaboration with the Universal Investment Group. Over the course of this partnership, Montrusco Bolton has successfully grown its assets under management by more than USD 2 billion. The Montrusco Bolton Global Equity strategy outperformed its benchmark, the MSCI World Index, over the prior 3- and 5- year periods, as of June 30, 2024.(1)

Jean David Meloche, Head of Global Equities at Montrusco Bolton:

“We are thrilled to add the fund to our European offerings through continued collaboration with the Universal Investment Group. The underlying strategy was initially launched in August 2018 and was offered exclusively to institutional investors. Montrusco Bolton’s Global Equity ex Fossil Fuels strategy reflects our long-standing commitment to responsible investment as a company. Our Global Equity team manages it using a long-term investment process that relies on rigorous fundamental research and thorough stock selection. Europe has shown to be a strong market for us, and with the fund, we aim to meet the demand of European investors seeking to reduce their exposure on fossil fuels and to exclude companies in violations of international and human right norms and standards or with inadequate corporate governance. Our overall disciplined approach and investment process have delivered consistent alpha generation historically – even during periods of significant market change,”

Marcus Kuntz, Group Head of Sales at Universal Investment Group:

“The introduction of the ICAV and the fund on our Irish platform marks an exciting milestone in our partnership with Montrusco Bolton. Their ex-fossil fuels strategy aligns perfectly with the increasing demand for responsible investment options that we continue to see in Europe. We are honoured to be part of Montrusco Bolton’s growth journey and look forward to driving their continued success in Europe and beyond.”

(1) Source: Montrusco Bolton Investments Inc.

This publication is a marketing communication and not a recommendation to buy or sell units or shares of investment funds. Investment decisions should only be made on the basis of the sales documents (key information document, prospectus and - published, annual and semi-annual reports), which also contain an overview of the relevant material contractual terms and are available free of charge from Universal Investment at www.universal-investment.com>. Historical performance is no guarantee of similar performance in the future. This cannot be predicted. A summary of your investor rights can be found at Investor-rights_UII_EN_08_22.pdf (universal-investment.com)

addition, we would like to point out that Universal Investment Ireland may, in the case of funds for which it has made arrangements as management company for the distribution of shares/units with respect to such funds in EU member states, decide to cancel these arrangements in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU, i.e. in particular by making a blanket offer to repurchase or redeem all corresponding shares/units held by investors in the relevant member state.