Introducing the Ninety One For Tomorrow share class

The For Tomorrow share class provides an opportunity to invest in our Global Sustainable Equity Fund in a way that helps many who need it most.
What is this share class?
Why did we create it?
Who will benefit?
The For Tomorrow share class provides an opportunity to invest in our Global Sustainable Equity Fund in a way that helps many who need it most.

At Ninety One, we believe we have a responsibility to invest for a better tomorrow. Our goal, always, is to help our clients achieve their long-term investment objectives. We are determined to do so sustainably, mindful of the interests of the planet and all its inhabitants.​

For more than a decade, Ninety One has supported Tusk, a charity that helps in the conservation and protection of Africa’s wildlife. We wanted to create a way to offer Tusk support for the long term, using our investment management experience to help meet Tusk’s need for contributions.

General risks. The value of investments, and any income generated from them, can fall as well as rise. Past performance does not predict future returns. If any currency differs from the investor’s home currency, returns may increase or decrease as a result of currency fluctuations. Investment objectives may not necessarily be achieved; 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.

To affirm this commitment we have created a special share class — the For Tomorrow share class — within our Global Sustainable Equity Fund, from which Ninety One donates the full management fee to Tusk.

Our CEO, Hendrik du Toit, explains, in this video.

Tusk will use the entirety of the fee donations to help support the needs of rangers, their families and communities. Across Africa, many thousands of rangers devote their lives to conserving and protecting wildlife. We would like to play a part in helping to make sure the ranger communities, in turn, have the assistance they need.​

The For Tomorrow charitable share class​

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A share class in the Global Sustainable Equity Fund

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Ninety One donates the full 1.00% management fee to Tusk

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Beneficiaries of the donations are ranger communities

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Minimum initial investment: US$50,000 or the approximate equivalent in another approved currency

Sustainable Equity

The future looks different to the past. Our sustainable investment strategies look for the leaders of tomorrow.

Why Ninety One for Sustainable Equity?

A sustainable future demands new ways of doing business - and new ways of investing to identify the leaders of tomorrow.

Ninety One’s Sustainable Equity strategies rethink sustainable investing for a changing world.

Ninety One Global Sustainable Equity

Sustainability opportunity
  • Investing for a sustainable future
  • Multi-stakeholder perspective
  • Environmental and social Key Performance Indicators
Investment approach
  • Sustainable drivers of structural growth
  • Competitive advantages
  • Sustainable returns
Portfolio characteristics
  • Concentrated, high conviction
  • Focused engagement, sustainability reporting

This Fund has been designed to form part of a broader portfolio of investments and should be purchased with advice or on an execution only basis by a basic investor. Investors must be able to bear loss of capital in order to seek to generate higher potential returns and should be prepared to remain invested for at least 5 years.

Specific risks. Equity investment: The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company. Concentrated portfolio: The portfolio invests in a relatively small number of individual holdings. This may mean wider fluctuations in value than more broadly invested portfolios. Sustainable Strategies: Sustainable, impact or other sustainability-focused portfolios consider specific factors related to their strategies in assessing and selecting investments. As a result, they will exclude certain industries and companies that do not meet their criteria. This may result in their portfolios being substantially different from broader benchmarks or investment universes, which could in turn result in relative investment performance deviating significantly from the performance of the broader market.

Ninety One UK Limited (“Ninety One”) is supporting Tusk Trust Limited (“Tusk”), a registered charity (number 1186533), by making donations equal to 100% of the management fee it receives for managing the assets of the T/TX share classes(es) in the Global Sustainable Equity Fund, a sub-fund of the Ninety One Global Strategy Fund. The management fee is equal to 1% per annum of the net asset value of the applicable T/TX share class that you are invested in. So, for example, if the average value of your investment over a year in US$50,000, then Ninety One will receive US$500 as its management fee for that year, all of which will be donated to Tusk. The donations shall continue for the duration of your investment in the T/TX share class and Ninety One’s agreement with Tusk.

Important information
All the information contained in this communication is believed to be reliable but may be inaccurate or incomplete. Any opinions stated are honestly held but are not guaranteed and should not be relied upon. This is not a buy, sell or hold recommendation for any particular security. This communication is provided for general information only. It is not an invitation to make an investment nor does it constitute an offer for sale. The full documentation that should be considered before making an investment, including the Prospectus and Key Investor Information Document, which set out the fund specific risks, is available from Ninety One. The Ninety One Global Strategy Fund is a UCITS organised as a Société d’Investissement à Capital Variable under the law of Luxembourg.

This is an advertising communication for informational purposes. For further information on our sustainability-related funds, please visit please visit the sustainability-related disclosures section within the literature library at www.ninetyone.com.

The information may discuss general market activity or industry trends and is not intended to be relied upon as a forecast, research or investment advice. The economic and market views presented herein reflect Ninety One’s judgment as at the date shown and are subject to change without notice. There is no guarantee that views and opinions expressed will be correct and may not reflect those of Ninety One as a whole, different views may be expressed based on different investment objectives. Although we believe any information obtained from external sources to be reliable, we have not independently verified it, and we cannot guarantee its accuracy or completeness (ESG-related data is still at an early stage with considerable variation in estimates and disclosure across companies. Double counting is inherent in all aggregate carbon data). Ninety One’s internal data may not be audited. Ninety One does not provide legal or tax advice. Prospective investors should consult their tax advisors before making tax-related investment decisions.

The Fund is a sub-fund of the Ninety One Global Strategy Fund, which is a UCITS authorised by the CSSF and organised as a Société d’Investissement à Capital Variable under the law of Luxembourg. Ninety One Luxembourg S.A. (registered in Luxembourg No. B 162485 and regulated by the Commission de Surveillance du Secteur Financier) is the Manager of the Fund.

This communication is not an invitation to make an investment nor does it constitute an offer for sale. Any decision to invest in the shares of the Fund should be made only after reviewing the full offering documentation, including the or Key Investor Information Documents (KIID), where relevant, and Prospectus, which set out the fund specific risks. Fund prices and English language copies of the Prospectus, annual and semi-annual Report & Accounts, Articles of Incorporation and local language copies of the KIID may be obtained from www.ninetyone.com. A summary of investor rights can be found in the Prospectus, and details of Ninety One’s complaints handling procedures are available in English on www.ninetyone.com/complaints. Ninety One Luxembourg reserves the right to discontinue the marketing of its Funds in countries where they are registered. Issued by Ninety One, November 2023.