[‘일개미’의 스마트 재테크]Hyundai Motor Securities, Schroder Global Sustainability Fund

(Photo = Hyundai Motor Securities)

Hyundai Motor Securities recommended the’ESG’ fund, one of the global megatrends.

A company official said, “Since last year, the global market ended with an unprecedented bull market despite the prevailing Corona 19 pandemic. However, the volatility has also increased. “The’ESG’ fund can increase the chances of success by selecting more reliable investment sources, rather than predicting the direction of a volatile market.”

Selecting investment targets on the basis of ESG means reviewing the company’s’sustainability’, so you can expect future growth based on a long-term favorable correlation with the environment (E), society (S), and shareholders (G). There is.

Global funds are also heading to ESG funds. The global ESG fund balance from $600 billion in 2018 has increased to $1.5 trillion as of the end of June last year.

‘Schroder Global Sustainability Growth Fund’ selects stocks in consideration of E (environment), S (social), and G (government structure), and lacks transparency in employee management, environmental responsibility, tax burden or resource management. It is a fund that thoroughly excludes negative companies from the perspective of ESG such as alcohol, tobacco, and weapons.

Stocks are selected according to the global asset management company Schroder’s Sustainability Index (SQ) evaluation, and the portfolio is composed of 30-50 stocks. At the time of purchase, the investment ratio per stock is up to 5%, and the annual turnover rate is also less than 25%, thus pursuing a long-term holding strategy rather than frequent trading.

The investment regions were followed by the US (43.8%), the UK (9.8%), Switzerland (6.8%), and Japan (4.8%) in order (as of November 2020), followed by Microsoft (4.3%) and Alphabet (3.8%). And TSMC (3.3%), which account for 81.2% of the total share incorporation. The performance is good at 5.54% in the last 1 month and 11.5% in the 3 months.