Effectual vs. peer group
To improve chart readability, the data used for the visualization was truncated at the 8th and 99th percentiles.
The Effectual Capital Fund – Global Sustainable Equities ranks among the top 5% of its peer group of more than 3,800 global equity funds.
As of September 30, 2026, the fund has achieved an Information Ratio of 0.7 since its inception in May 2023, while maintaining a low risk profile with a tracking error of just 2.1% per year relative to its benchmark and delivering an annualized outperformance of 1.5%.
This combination of competitive performance and disciplined risk management underscores the value of integrating externalities and long-term value drivers into the equity selection process.
By placing externalities at the core of its investment strategy, the fund demonstrates how monetizing real economic effects can create sustainable long-term value for institutional investors and society alike.
Disclaimer: This is a marketing communication. It is intended for institutional investors only and is addressed exclusively to residents of countries in which the fund is registered for sale (currently Germany, Luxembourg, Finland, Sweden, Norway, and the Netherlands). It does not constitute investment advice or an offer or solicitation to buy or sell financial instruments. Please refer to the UCITS prospectus and the key information document under the PRIIPs Regulation (PRIIPs KID) of the Effectual Capital Fund SICAV – Global Sustainable Equities before making any final investment decision. Investing involves risks, including the potential loss of capital. Past performance does not predict future returns. More detailed information is available at effectual.fund.