radicant launches three EU SFDR dark green funds

02.11.2022
radicant launches three EU SFDR dark green funds

radicant SDG Impact Solutions – sustainable funds with a focus on global and Swiss companies

Zurich, 03 November 2022 – As part of its gradual market entry, radicant bank ag (radicant) has launched three investment funds issued by LGT Fund Management Company Ltd. The funds are made up only of companies or issuers that make a positive contribution to the 17 sustainability goals (SDGs) of the UN Agenda 2030. They are aimed at clients who want to invest in companies whose products and services have a sustainable impact. All three radicant SDG Impact Solutions funds have a dedicated sustainable investment objective and have been classified as Article 9 “Dark Green” funds at the highest level under the EU SFDR.

The objective of the funds is to invest in a broadly diversified portfolio of companies and issuers with a global orientation and Swiss companies respectively. The companies and issuers that are part of the portfolios have been analysed and selected using radicant’s unique sustainability analysis. Only companies that make a positive overall contribution to the SDGs are considered for selection.

“We want to enable people who want to make their lifestyle more sustainable to also invest in sustainable investment solutions,” says Jan Poser, Chief Sustainable Investment Officer and Co-Founder radicant bank ag. “Our funds offer the opportunity to align one’s own investment strategy with the UN’s 17 SDGs.”

“Dark Green” funds as unique selling point

All three radicant SDG Impact Solutions funds are classified as Article 9 “Dark Green” funds under the EU SFDR. Currently, only about 4% of all funds authorised for distribution in the entire European Economic Area meet this “Dark Green” classification.* The classification requires that the respective funds must pursue a positive environmental, social and/or corporate governance impact. For the bond fund, an additional focus on green and sustainable certified bonds applies to promote dedicated sustainability objectives, such as the transition to a CO2-neutral economy.

Using a multi-stage investment process based on a multi-factor model with around 50 historical return drivers, radicant can offer broadly diversified equity and bond portfolios with a focus on financial quality. Here is an overview of the three investment funds that radicant has launched as asset manager together with LGT Fund Management Company Ltd (management company):

radicant SDG Impact Solutions funds

  • Global Sustainable Equities
  • Swiss Sustainable Equities
  • Global Sustainable Bonds

Further information and our short overview video can be found on our website and the website of the Liechtenstein Investment Fund Association lafv.li (prospectus and basic information). radicant’s financial product portfolio also includes actively managed certificates thematically aligned with the UN’s 17 Sustainable Development Goals.

 

About radicant bank ag

radicant bank ag (radicant) is a data- and technology-driven start-up with the goal of democratizing access to personalized and sustainable financial services around the clock. The fintech company will promote the UN’s 17 Sustainable Development Goals in the market with its community and financial services, as well as by establishing those goals within its company. Through increased transparency, the bank will help its customers to achieve their individual financial and sustainability goals. radicant is currently in the start-up phase and received its banking license from FINMA in May 2022. https://radicant.com

Media contact
radicant bank ag
Sabine Fernandez
Head of Communications
media@radicant.com

 

*Morningstar Manager Research Services, “SFDR Article 8 and Article 9 Funds: Q2 2022 in Review”, 28 July 2022

This publication constitutes marketing material relating to financial instruments within the meaning of the Swiss Financial Services Act (FINSA) and/or the Swiss Collective Investment Schemes Act (CISA). The information herein is provided for information purposes only. It is not intended as an offer, solicitation of an offer, or public advertisement or recommendation to buy or sell any investment or other specific product or to enter into any other financial transaction. The content of this publication is based on sources of information we consider to be reliable. However, we cannot provide any confirmation or guarantee as to its correctness, completeness and up-to-date nature. The circumstances and principles to which the information contained in this publication relates may change at any time. Once published information is therefore not be interpreted in a manner implying that since its publication no changes have taken place or that the information is still up to date. The information in this publication does not constitute an aid for decision-making in relation to financial, legal, tax or other matters of consultation, nor should any investment decisions or other decisions be made solely on the basis of this information. Advice from a qualified expert is recommended.
Investments in financial instruments can be speculative and involve both losses and gains. There is a risk that You will not receive back the full amount You originally invested. The past performance of a financial instrument, investment product or investment strategy does not guarantee its future performance. No representation or warranty is made that any indicative performance or return indicated will be achieved in the future. Investments in foreign currencies may be subject to currency fluctuations and thus entail higher risks. Opinions and assessment expressed by radicant reflect radicant’s view at the time of publication and do not constitute individual investment, legal or tax advice. The publication may contain estimates or statements. Although these statements reflect the views and future expectations, several risks, uncertainties and other factors could cause actual development and results to differ materially from these statements. radicant is not obliged to update or alter any such statements, whether because of new information, future events or otherwise. radicant does not guarantee, represents and warrants or shall be liable for (i) the accuracy, completeness, availability, reliability or timeliness of any financial information provided: (ii) financial instruments being approved for sale and distribution or offer; (iii) the future performance of financial instruments: or (iv) any investment decision made or action taken by You in reliance upon any financial information contained herein. This publication is intended exclusively for residents in Switzerland. This publication is not intended for persons subject to a legislation that prohibits its distribution or makes its distribution contingent upon an approval. Persons in whose possession this publication comes, as well as potential investors, must inform themselves in their home country, country of residence or country of domicile about the legal requirements and any tax consequences, foreign currency restrictions or controls and other aspects relevant to the decision to tender, acquire, hold, exchange, redeem or otherwise act in respect of such investments, obtain appropriate advice and comply with any restrictions.
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