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Silk Invest Ltd.

PRI reporting framework 2019

Export Public Responses

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Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

Listed equity – voting

Fixed income SSA – engagement


OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Listed equity

Fixed income - SSA

Private equity

Cash

Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Other (1)

Other (1) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Other (2)

Other (2) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.3b. If your organisation does not integrate ESG factors into investment decisions on your externally managed assets, explain why not.

Our firm invests in externally managed funds only in a very limited number of cases:

- Cash management - the money-market funds we target are very specific in nature and need to be pre-approved by our Custody partners which are covering only very limited number of funds.

- Diversification - the UCITS compliant global frontiers fund we have invested in for diversification purposes was an actively managed portfolio and didn't had any ESG criteria in its stock selection process. That position was sold

- The commodity-linked ETPs we have positions in do not provide the possibility to invest in ESG instruments. Hence, we had no direct or indirect exposure to the performance of the Agriculture commodity sub-sector.


OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Listed Equity incorporation

Direct - Listed Equity active ownership

Direct - Fixed Income

Direct - Other asset classes with dedicated modules

RI implementation via external managers

Closing module

12.2. Additional information. [Optional]

The Africa Lions Equity Fund: Launched in June 2009, the Fund is a daily liquidity Luxembourg UCITS regulated fund. The Fund changed name on December 21st 2018 to Silk African And Frontier Markets and its strategy was transformed on the same date. The portfolio is now managed as a Global Frontier Equity Strategy.

The Silk Invest Frontier Strategy invests in listed equities in the Middle East and North Africa (MENA), Sub Saharan Africa (SSA) and Southern Asia (Pakistan, Bangladesh, Sri Lanka and Vietnam). The Silk Invest Frontier Strategy has a consumer focused orientation and is unconstrained (benchmark agnostic). The stocks we choose capture the upside of economic development in these countries and we strongly believe in the consumer opportunity as an attractive and long-term investment theme.

The Silk Road Frontiers Fund; Launched in 2010, the Fund is a daily liquidity Luxembourg UCITS regulated fund. The Fund changed name to African Multi-Alpha Fund on December 21st 2018 and its strategy was transformed on the same date. The portfolio had its investment universe  enlarged and now encompasses Pan-African Equity and Bond instruments. Given the bottom up analysis approach we adopt, the fund has majority holdings in mid and small cap stocks, which reflects the diversified nature of the current African market. We advise on a similar Pan-Africa long only equity mandates in separate accounts as well. The successful African markets, as in Asia, are leading the industrialization of the region. At Silk Invest we believe that this new generation of nations will become the future lions. Our focus in these dominant markets is to invest in the stocks and bonds which will both outperform their local peers and become true leaders in their field.

The Silk Sustainable Real Assets Strategy is a diversified strategy that invests in sectors such as Water, Timber, Energy, Infrastructure...which offer positive correlation with inflation, have few or limited substitutes and benefit from global economic growth. The investment management team allocates portfolio resources across different asset classes (equities, bonds, commodities linked instruments, cash...) globally.


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