Making Sustainable Finance a Reality
Utilising over 39 years of market leading expertise in FX markets and currency management; Record has launched strategies with a defined goal of achieving meaningful positive impact within the emerging market community. Most recently, Record and UBS Global Wealth Management announced an exclusive strategic partnership by collaborating on the launch of the pioneering Record Emerging Market Sustainable Finance Fund (the Fund). This flagship Fund, the sub-fund of the Record UCITS ICAV, is an Article 8 fund under Regulation (EU) 2019/2088; which means it promotes, among other characteristics, social characteristics. This unique investment strategy represents significant innovation, and commitment to the development of new sustainable investment products, for private clients globally; which Record expects to have broad and growing appeal for years to come.
What is the Problem Record is Eager to Assist in Solving?
Emerging and frontier economies often rely on loans denominated in foreign currencies to progress. However, currency volatility can act as a major barrier to the development of domestic capital markets, and the creation of economic wealth. The costs of insuring the currency risk can be high, and subject to large fluctuations; leaving local businesses, and communities unprotected, and vulnerable. The number of affected emerging market countries is vast, creating a large and diversified target universe for Record’s emerging market sustainable finance strategy.
Responsible Investment Policy
Our Responsible Investment Policy outlines how we integrate Environmental, Social, and Governance factors within our investment process.
For Further Information
Bloomberg and Morningstar Details
For more information on individual share classes and daily net asset value, please refer to the following:
| Fund’s name and share class detail | ISIN | Bloomberg | Morningstar |
|---|---|---|---|
| Record UCITS ICAV - Record EM Sustainable Finance Fund Class A USD ACC | IE00BN92ZP78 | REMSFAU ID | F000017HBA |
| Record UCITS ICAV - Record EM Sustainable Finance Fund Class A EUR HGD | IE00BN92ZQ85 | REESFAE ID | F000017HBB |
| Record UCITS ICAV - Record EM Sustainable Finance Fund Class A CHF HDG ACC | IE00BN92ZR92 | RESFFAC ID | F000017HBC |
| Record UCITS ICAV - Record EM Sustainable Finance Fund Class A HGD GBP ACC | IE00BN92ZS00 | REESFAH ID | F000017HBD |
| Record UCITS ICAV - Record EM Sustainable Finance Fund Class A JPY HGD | IE00BN92ZT17 | REESFAJ ID | F000017HBE |
| Record UCITS ICAV - Record EM Sustainable Finance Fund Class A USD DIST | IE00BMD6C465 | REESFAU ID | F0000178JH |
| Record UCITS ICAV - Record EM Sustainable Finance Fund Class A EUR DIST HGD | IE00BMD6C572 | REMSFAE ID | F0000178JI |
| Record UCITS ICAV - Record EM Sustainable Finance Fund Class A CHF DIST HGD | IE00BMD6C689 | REESFAC ID | F0000178JK |
| Record UCITS ICAV - Record EM Sustainable Finance Fund Class A GBP DIST HGD | IE00BMD6C796 | REESUAG ID | F0000178JL |