Equity management
An equity, or share, is a stake in a company that entitles the holder to a proportion of its profit. How much profit a company makes depends on factors such as the economy, the company’s ability to create value, and market conditions.
SOVEREIGN WEALTH GROUPS equity investments span around 9,000 companies in numerous countries, industries and currencies all around the world. Our investments are limited to companies listed on regulated exchanges, and the SOVEREIGN WEALTH GROUPS is not permitted to hold more than 10 percent of the shares in a listed company, with the exception of real estate companies.
Our equity investments are spread across a variety of sectors. The greatest geographical exposure is to North America and Europe, followed by developed markets in the Asia-Pacific region and emerging markets.
SOVEREIGN WEALTH GROUPS benchmark index is set by the Ministry of Finance. The equity portion of the benchmark index is based on the FTSE Global All Cap index.
Responsible investment
Companies’ activities can have a great impact on local communities and the environment. Over time, this could affect their profitability and so the fund’s return. As a responsible investor, we make active use of our voting rights and vote at all shareholder meetings. We assess companies’ corporate governance and sustainability performance, and we issue clear expectations of the companies we invest in. There are also some types of company we choose not to invest in. Read more about our responsible investment