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The BNP Paribas C WorldWide Global Equity Trust has been named the WINNER of the International Equities – Active Core category at the 2022 Financial Standard Investment Leadership Awards

International Equities – Active Core

The Financial Standard Investment Leadership Awards celebrate investment managers that have consistently produced solid returns while effectively navigating investment risk. The awards span 21 categories across six major asset class sectors, with analysis conducted by Rainmaker Information. The awards, now running for the fourth year, examine performance over multiple time periods, the rigorous assessment factored in volatility, downside risk and performance ratios.

This is the second year in a row the BNP Paribas C WorldWide Global Equity Trust has won an Investment Leadership award with the Trust having won the International Equities – High Performance category in 2021.

How are the awards determined?

The awards categories are based on the common asset classes of equities, bonds, property and multi-asset. They are then further divided into subclasses. Active core and High performance are differentiated based on their tracking error, or level of active risk taken versus the relevant benchmark, noting that those in the High performance category are often concentrated portfolios.

Benchmark indexes are used to help determine the awards categories. In the case of large capitalisation strategies in equities, benchmarks are used to help calculate the beta-adjusted alpha of the fund, which goes into the final score the strategy receives. This is a measure of the fund’s return after taking into account the market exposure the fund has taken in implementing its strategy. The Investment Leadership Awards take both return and risk measures into account.

The BNP Paribas Asset Management Australia team are delighted to see our Trust receive this recognition and we thank Financial Standard  and the Investment Leadership Awards committee for their consideration.

Disclaimer

Equity Trustees Limited (“Equity Trustees”) ABN 46 004 031 298 | AFSL 240975 is the Responsible Entity for the BNP Paribas C WorldWide Global Equity Trust (“the Trust”) (ARSN 087585368) and the BNP Paribas C WorldWide Global Equity Trust (Hedged) (“the Trust”) (ARSN 641 505 982). Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT). BNP Paribas Asset Management Australia Ltd (“BNPP AMAU”) ABN 78 008 576 449 | AFSL 223418 is the investment manager of the Trusts. This publication has been prepared by BNPP AMAU to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither BNPP AMAU, Equity Trustees nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accept any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. Investors should obtain a copy of the Product Disclosure Statement (PDS) before making a decision about whether to invest in these products. The individual PDS for each Trust is available from www.bnpparibas-am.com.au or from your adviser.

The BNP Paribas C WorldWide Global Equity Trust and the BNP Paribas C WorldWide Global Equity Trust (Hedged)’s Target Market Determination are available here www.bnpparibas-am.com.au. A Target Market Determination is a document which describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.

New Zealand financial services licensing and registration requirements do not apply to BNPP AMAU and CWW as they do not provide financial services to retail clients in New Zealand and do not have a place of business in New Zealand.

For more information regarding the Trust please call the Client Service Team on 1800 267 726 (Australia) or +612 9619 6041 or visit our website www.bnpparibas-am.com.au.

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