WhiteOak Capital ESG Best-In-Class Strategy Fund - Direct (G): NFO Details

Investment Objective and Strategy

Objective:

The investment objective of the scheme is to achieve long-term capital appreciation by investing in the companies identified based on the Environment, Social and Governance (ESG) theme adopting Best in Class Strategy. 

There is no assurance that the investment objective of the Scheme will be achieved.

Investment Strategy:

WhiteOak Capital ESG Best-In-Class Strategy Fund - Direct (G): The best-in-class strategy is the theme of this fund. The fund invests in companies with highly excellent Environmental, Social, and Governance practices. The best-in-class approach is derived from the ones that focus wholly by choosing companies in sectors as ESG leaders, rather than fully excluding industries to give diversification with a viewpoint about sustainability and ethics. The fund aims to balance good financial performance with good ESG impact by investing in firms that show excellent corporate governance, responsible environment stewardship, and core social responsibility. It provides long-term growth opportunities by aligning with businesses that are both profitable and sustainable and responsible.

Why Invest in WhiteOak Capital ESG Best-In-Class Strategy Fund - Direct (G)?

The WhiteOak Capital ESG Best-In-Class Strategy Fund- Direct (G) allows aligning financial goals with sustainable and responsible investments. The fund strategy focuses on firms that have leadership in their sector of ESG practices, hence ensuring that they will have long-term sustainability combined with financial performance. This fund would balance out growth on both fronts-financial as well as positive impact created on ESG-by choosing the best ESG performers with lower risk pertaining to challenges from regulations and environmental liabilities while retaining the biggest winners that show good corporate governance and better ethical behavior.

Strength and Risks - WhiteOak Capital ESG Best-In-Class Strategy Fund - Direct (G)

Strengths:

Investing in the WhiteOak Capital ESG Best-In-Class Strategy Fund - Direct (G) is important as it would be able to focus on ESG leaders across sectors to invest in firms that have good environmental, social, and governance practices. The strategy does not expose the investment to certain regulatory risks and reputational issues. Moreover, it balances sustainability with a financial return to offer potential long-term growth. Having a diversified approach, it allows investors to support ethical and sustainable businesses while still being on track for sound financial performance.

Risks:

Investment in the WhiteOak Capital ESG Best-In-Class Strategy Fund - Direct (G) carries all associated risks. By focusing on ESG criteria, an investor might miss out on investing opportunities. A scenario where the performance in other markets is dominated by companies non-ESG leads to inherent under-performance. Moreover, ESG ratings and assessments are subjective, and evaluations may not become future financial performances. The sector could also concentrate due to its large proportion of fewer ESG compliant companies from certain industries, leading to risk. Hence, the investor should determine his or her financial objectives and risk tolerance before entering into this strategy because ESG-focused funds do not always operate according to short-term market trends.