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Dear Valued Client,

We hope this email finds you well. We are thrilled to share the latest performance update of the Intelligent Asset Management – IAM ESG Fund, our sustainable investment solution. This fund allows you to invest in companies that align with your values while aiming for strong financial returns. Below is a summary showcasing the fund's recent performance, as of 14 June 2023. 
 
Annual Performance versus Benchmark
Source: Intelligent Asset Management & Bloomberg.
 
Q1 and Q2 Performance
% January
 February March April May June
2018 0.23 19.67 13.36 14.73 14.62 16.25
2019 8.53 1.14 3.91 22.47 14.75 13.53
2020 7.38 23.51 7.82 13.13 16.73 5.42
2021 12.17 20.12 1.26 6.41 8.94 17.86
2022 6.07 10.92 6.48 20.16 5.67 11.99
2023 6.23 2.14 12.01 0.48 4.28 1.54
Source: Intelligent Asset Management & Bloomberg.
 
Monthly and Annual Average Performance
% 1 Month
 1 Year 3 Years Ann. 5 Years Ann. 10 Years Ann.
Fund – A Acc GBP -0.80 5.67 1.36 0.73 1.62
Performance Reference 1.53 4.00 4.10 1.47 4.75
Source: Intelligent Asset Management & Reuters.
 
Calendar Year Performance
% YTD
 2022 2021 2020 2019 2018
Fund – A Acc GBP 1.75 -4.27 0.85 1.75 2.73 8.23
Performance Reference 2.15 0.14 1.47 2.39 4.23 3.91
Source: Intelligent Asset Management & Citywire.
 
Rolling 12 Month Performance

%		 31.05.22
– 31.05.23		 31.05.21
– 31.05.22		 31.05.20
– 31.05.21		 31.05.19
– 31.05.20		 31.05.18
– 31.05.19
Fund – A Acc GBP 0.23 5.67 13.36 10.73 1.62
Performance Reference 0.53 1.14 3.91 14.47 4.75
Source: Intelligent Asset Management & Morningstar.
 
Calendar Month Performance
% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2018 0.23 19.67 13.36 14.73 14.62 16.25 4.94 14.39 23.79 0.42 1.54 9.41
2019 8.53 1.14 3.91 22.47 14.75 13.53 1.26 6.41 8.94 6.09 3.43 3.79
2020 7.38 23.51 7.82 13.13 16.73 5.42 6.48 20.16 5.67 8.01 14.88 24.75
2021 12.17 20.12 1.26 6.41 8.94 17.86 26.96 16.06 24.74 19.03 12.57 14.42
2022 6.07 10.92 6.48 20.16 5.67 11.99 6.78 13.00 19.46 11.64 14.04 6.23
2023 6.23 2.14 12.01 0.48 4.28 1.54





Source: Intelligent Asset Management & S&P500.
 
Risk Statistics
% 3 Years
 5 Years
Annualised Sharpe Ratio 0.00 0.00
Annualised Volatility 4.60 5.30
Source: Intelligent Asset Management & FTSE100.
 
Key Highlights
 
Sustainable Impact

The IAM ESG Fund focuses on investing in companies committed to environmental, social, and governance (ESG) principles. By supporting businesses that prioritize sustainability and social responsibility, we contribute to building a better world.
 
Rigorous ESG Screening

Our meticulous ESG screening process ensures that every company in the fund meets our strict sustainability criteria. We evaluate factors such as carbon footprint, labor practices, and ethical governance, ensuring alignment with our vision.
 
Diverse Portfolio

The IAM ESG Fund offers a diversified portfolio across sectors and geographies. We capture potential growth and innovation in areas such as renewable energy, clean technology, healthcare, and social impact.
 
Robust Performance

Our investment approach combines sustainability goals with competitive financial performance. Through extensive research, we identify companies with strong growth potential and solid fundamentals.
 
Transparent Reporting

Trust and transparency are paramount. The IAM ESG Fund provides regular, comprehensive reporting on ESG performance, financial returns, and sustainability metrics.
 
 

We appreciate your continued support as a valued investor in the IAM ESG Fund. If you have any questions or require further information, our team is here to assist you.

Thank you for your ongoing partnership in driving positive change through sustainable investments.

Best regards,
Rachel Assencio
Rachel Assencio
Investor Relations
+44 20 7060 2140
info.uk@profundcom.net
Connect on LinkedIn
 
 
 
 
An introduction to the IAM ESG Fund
The Intelligent Asset Management (IAM) ESG Fund allows you to invest in companies that align with your values while aiming for strong financial returns. For further information on the Fund's investment objective and policy, sector allocation and SFDR rating, please visit the fund page on our website.
LEARN MORE ABOUT THE FUND  >
 
An introduction to the IAM ESG Fund
The Intelligent Asset Management (IAM) ESG Fund allows you to invest in companies that align with your values while aiming for strong financial returns. For further information on the Fund's investment objective and policy, sector allocation and SFDR rating, please visit the fund page on our website.
LEARN MORE ABOUT THE FUND  >
An introduction to the IAM ESG Fund
The Intelligent Asset Management (IAM) ESG Fund allows you to invest in companies that align with your values while aiming for strong financial returns. For further information on the Fund's investment objective and policy, sector allocation and SFDR rating, please visit the fund page on our website.
LEARN MORE ABOUT THE FUND  >
An introduction to the IAM ESG Fund
The Intelligent Asset Management (IAM) ESG Fund allows you to invest in companies that align with your values while aiming for strong financial returns. For further information on the Fund's investment objective and policy, sector allocation and SFDR rating, please visit the fund page on our website.
LEARN MORE ABOUT THE FUND  >
 
 
 

207 Regent Street
Mayfair, London W1B 3HH
United Kingdom
+44 20 7060 2146
+44 871 247 4068
info.uk@profundcom.net
 
 
 

Compliance Disclaimer: This email and any attachments transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error, please notify the sender immediately and delete this email from your system. Any unauthorized use, disclosure, copying, or distribution of this email is strictly prohibited. The information contained in this email and its attachments is provided for informational purposes only and does not constitute investment, legal, or financial advice. The sender does not guarantee the accuracy, completeness, or timeliness of any information in this email. Past performance is not indicative of future results, and investment outcomes may vary. Any opinions expressed in this email are those of the sender and do not necessarily reflect the views of Intelligent Asset Management or its affiliates. The sender accepts no liability for any damage caused by any virus or malicious software transmitted by this email. Before making any investment decisions, we recommend consulting with a qualified financial advisor who can assess your individual circumstances and provide personalized advice. Animated graphics provided by Freepik - Flaticon

Risk Warning: The value of these investments, and any income generated from them, will be affected by changes in interest rates, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which they invest. Past performance does not predict future returns; losses may be made. Ongoing costs and charges will impact returns. For Inc-2 and Inc-3 shares classes, expenses are charged to the capital account rather than to income, so capital will be reduced. This could constrain future capital and income growth. Income may be taxable. The Fund’s objectives will not necessarily be achieved and there is no guarantee that these investments will make profits; losses may be made. Environmental, social or governance related risk events or factors, if they occur, could cause a negative impact on the value of investments. This Fund may not be appropriate for investors who plan to withdraw their money within the short to medium term.

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