AIA Sustainable Multi-Thematic Fund

Invest in a better tomorrow

Investors around the world are increasingly interested in environmental, social and governance (ESG) issues. As the global drive towards a more sustainable future continues, we are witnessing positive growth in sectors that are crucial to the transition such as renewable energy, energy efficiency and electric vehicles.
 
AIA has jointly created the AIA Sustainable Multi-Thematic Fund with Robeco, an asset manager globally recognised for its leading expertise in sustainable investing and thematic investing, to cater to the needs of investors who wish to align their investments more closely with their values while also enjoying potential returns.

Kickstart your sustainable investing journey with AIA

AIA is the first to bring a bespoke sustainable thematic fund from Robeco to the ILP market. AIA Sustainable Multi-Thematic Fund is crafted with the following three key propositions:

- Multi-thematic sustainable investing covering six sustainable themes
- Measurable positive impact
- Managed by Robeco – a global leader in sustainable investing

Explore these three key propositions in greater detail by clicking on each of the tabs below. 

    Multi-thematic sustainable investing

    Measurable positive impact

    Managed by Robeco

Multi-thematic sustainable investing

The AIA Sustainable Multi-Thematic Fund invests in companies that contribute to one or more of the following six sustainable themes. The fund seeks capital appreciation by investing in a range of Robeco investment strategies that aim to capture structural growth opportunities in a transitioning world. Watch the videos below to learn more about each of the six sustainable themes (Water, Materials, Health, Mobility, Energy, and Circular Economy).
Water

Protecting the quality and quantity of world's water supplies

1 min video
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Materials

Making manufacturing cleaner, greener and leaner

3 min video
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Health

Promoting prevention, early intervention and population health

2 min video
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Mobility

Enabling a future of clean, safe and efficient transport

2 min video
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Energy

Powering the energy transition to a low carbon future

2 min video
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Circular

Saving virgin resources via virtuous loops of recycled waste and shared assets

3 min video
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Measurable positive impact

The fund focuses on companies that offer products and services which provide solutions to specific sustainability challenges. These companies are expected to:
benefit from long-term growth as their solutions see greater demand, from a world transitioning to a more sustainable future
contribute to positive environmental and social impact; and
exhibit strong competitive positions, with reasonable valuations.
The outcome is a globally diversified portfolio that delivers sustainable financial returns over the long-term while also contributing to measurable positive impact.
 
The companies included in the six portfolios underpinning the strategy also contribute to one or more of the 17 United Nations Sustainable Development Goals (SDGs). While this is not an SDG-specific strategy, Robeco's SDG Framework and its SDG scoring system do inform part of the investment selection process and can be used to assess contributions to the SDGs.
 
The diagram below shows the SDGs that are aligned to each of the six sustainable themes:
Note:
  • The underlying funds may include, without being limited to, the above sub-funds, bearing in mind that the Sub-Investment Manager will be able to invest in other sub-funds from the Robeco Capital Growth Funds platform as long as they fulfil the applicable criteria.
  • Use of the United Nations Sustainable Development Goals (SDG) logos, including the colour wheel, and icons shall only serve explanatory and illustrative purposes.The opinions or interpretations shown in this document hence do not reflect the opinion or interpretations of the United Nations and may not be interpreted as an endorsement by the United Nations of this entity, or the product(s) or service(s) mentioned in this document.
  • Source: Robeco.

Managed by Robeco – A global leader in sustainable investing

Robeco is an international asset manager that has been at the forefront of sustainable investing, starting with the launch of its first sustainable investing product in 1995. AIA Sustainable Multi-Thematic Fund is sub-managed by Robeco to leverage Robeco's 25+ years expertise in sustainable investing.
 
Watch the video below to find out more about Robeco.

Recognition

Best Asset Manager - Sustainable Investing1
 
Morningstar Asset Manager Awards 2023
Best ESG Manager in Asia
 
Best of the Best Awards 2021 & 2022, Asia Asset Management 
Best Impact Investing Manager
 
Best of the Best Awards 2022 & 2023, Asia Asset Management
1st out of 77 managers
 
Twice ranked first in survey on Responsible Investment Performance2, March 2023
Top scores in PRI3 modules
 
Member of Climate Leaders group 2020
No. 1 sustainability brand4
 
Broadridge's annual brand survey Fund Brand 50
1 Morningstar Awards for Investing Excellence, 2023. Robeco ranked top for SI in the UK, Itality, Belgium, Luxembourg, Taiwan and Robeco's home country of the Netherlands.
 
 
3 PRI 2021 Assessment report, available on Robeco.com.
 
4 Broadridge Market Analysis, 2022. Brand survey on independent asset managers amongst >850 European fund selectors. Broadridge Distribution Achievement Award – ESG/SRI – 2018/2019/2020/2021

More details on AIA Sustainable Multi-Thematic Fund

The managers of the AIA Sustainable Multi-Thematic Fund have incorporated sustainability considerations in the following ways:
VIDEO
Proprietary Research icon VIDEO 3 min video
Research based investment decisions supported by Robeco's decades-long expertise in SI research to define financially-material ESG information, integrate it into a wide-range of investment products and measure its impact.
VIDEO
Integrating ESG Information icon VIDEO 3 min video
Integrating ESG information into the investment decision-making process to make better-informed investment decisions that benefit our investors and the world we live in.
VIDEO
Active Ownership & Engagement icon VIDEO 3 min video
Encourage good governance and safeguard shareholder value through voting. Create value by improving the conduct of companies we invest in, through our value engagement programme.
ARTICLE
ESG Risk Avoidance icon ARTICLE 5 min read
The fund excludes sectors and companies with certain unsustainable business practices.
VIDEO
Performance & Outcome icon VIDEO 3 min video
Generating sustainable financial returns over the long-term by investing in a better tomorrow.
VIDEO
Measurable Positive Impact icon VIDEO 3 min video
Robust and transparent reporting on positive outcomes and contributions to the United Nations Sustainable Development Goals (SDGs).

Plant-A-Tree Campaign

In 2021, AIA Singapore pledged S$5 million to the National Parks Board's (NParks) registered charity and Institution of Public Character (IPC), the Garden City Fund, with the goal of planting 16,666 trees in Singapore's parks and nature areas over five years. This is the largest contribution by an organisation to the OneMillionTrees movement and Garden City Fund's Plant-A-Tree programme, to date.
 
As part of AIA Singapore's Green Pledge to help create more urban green spaces across the city, the company will plant a tree* for each customer who purchases from a select range of AIA investment-linked products (AIA Pro Achiever 2.0 S$, AIA Pro Lifetime Protector II and AIA Invest Easy S$ - Cash & SRS) from 24 November 2022 to 31 December 2023 and invests in the AIA Sustainable Multi-Thematic Fund for a period of at least six months.
 
*The number of trees supported through this campaign is capped at 4,000 trees during the period of 24 November 2022 to 31 December 2023.

Let's break the myths on Sustainable Investing (SI)

Myth 1: SI means sacrificing performance

Myth 2: It's only about green issues and is only relevent for idealists

Myth 3: It only includes negative screening

Myth 4: Sustainable investing is a modern day millennials hype

Myth 5: It has no clear impact on society

How to invest?

Explore our suite of products that offer you access to the AIA Sustainable Multi-Thematic Fund

The Fund is an investment-linked plan (ILP) sub-fund offered by AIA Singapore Private Limited (Reg. No. 201106386R) ("AIA"), which is the product provider. Investments are subject to investment risks including the possible loss of the principal amount invested. Past performance of the ILP Funds is not necessarily indicative of its future performance. The performance of the ILP funds are not guaranteed and the value of the units in the ILP funds and the income accruing to the units, if any, may fall or rise. You should seek advice from an AIA Financial Services Consultant or Insurance Representative and read the product summary and product highlights sheet(s) before deciding whether the product is suitable for you.
 
This policy is protected under the Policy Owners' Protection Scheme which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for your policy is automatic and no further action is required from you. For more information on the types of benefits that are covered under the scheme as well as the limits of coverage, where applicable, please contact your insurer or visit the GIA/LIA or SDIC web-sites (www.gia.org.sg or www.lia.org.sg or www.sdic.org.sg). This advertisement has not been reviewed by the Monetary Authority of Singapore.
 
The information in this advertisement is correct as at 5 October 2023.
 
This information presented is for your information only and does not have regard to the specific investment objectives, financial situation and particular needs of any persons. It is intended only to be a simplified description of the product features applicable to these plans and is not exhaustive It is not a contract of insurance and is not intended as an offer or recommendation to purchase the plan. You can find the full terms and conditions, details, and exclusions for the mentioned insurance product(s) in the policy contract.
 
Although the information was compiled from sources believed to be reliable, AIA does not guarantee its accuracy, completeness, correctness or timeliness for any particular purpose and the information and opinions contained may change without notice. The opinions may be formulated based on a number of assumptions, which may turn out to be invalid, and in reliance on the views of research teams within the group situated outside of Singapore. All third-party data are copyrighted by and proprietary to the provider. AIA and its associates, their directors, officers and/or employees may have positions or other interests in, and may affect transactions in the securities, instruments, currencies and other assets mentioned herein for themselves or their clients. Past performance figures, and any economic and market trends or forecast, are not necessarily indicative of future performance of any strategy or portfolio. Investment is subject to investment risk, including the possible loss of the principal amount invested. This material may only be used and/or received in accordance with the applicable laws in your jurisdiction.
 
The information in this material is provided by Robeco unless specified and presented by AIA Singapore Private Limited.