Osmosis Investment Management

Osmosis Investment Management manages developed and emerging market equity portfolios using a proprietary investment database – MoRE (Model of Resource Efficiency) – to identify companies, utilising objective publicly disclosed data, which are generating greater economic value per resource input (energy consumption, water consumption and waste production) than their sector peers. Osmosis Investment Management believes that forward-thinking companies which take a proactive approach to a more sustainable future deliver greater value to their shareholders. Osmosis Investment Management manages Core Equity, Emerging Market and active, systematic/quantitative strategies to generate repeatable alpha in resource-efficient global and regional-based equity portfolios.

Osmosis Investment Management was established in the UK in 2009, launched its first ‘environmental’ fund in 2010 and started managing the first of the MoRE strategies in late 2011. Assets under management are currently over USD17bn.

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Important Information

The Information Memorandum for the Osmosis Resource Efficient Developed Markets Core Equity Ex-Fossil Fuels Trust (Fund) has been prepared by Osmosis Investment Management (Australia) Pty Limited (ABN 80 670 854 798) (Osmosis) as corporate authorised representative of (CAR no. 001305635) Eminence Global Asset Management Pty Limited (ABN 90 112 568 779, AFSL 305 573). The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) is the trustee of the Fund. Clearway Capital Solutions Pty Limited (ACN 131 391 261AFSL 328 663) (Clearway Capital Solutions) is the distributor of the Fund.

The information on this webpage is intended for wholesale clients within the meaning of section 761G or 761GA of the Corporations Act and must not be made available to any persons that are “retail clients” for the purpose of the Corporations Act. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the relevant disclosure document, available by contacting us, prior to making any investment decisions. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. This information is only current as at the date indicated and may be superseded by subsequent market events or for other reasons. Neither Osmosis nor Clearway Capital Solutions make any representation or warranties, express or implied, as to the accuracy or completeness of the information provided. To the extent permitted by law, neither Osmosis nor Clearway Capital Solutions accept any liability for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value. Any opinions, forecasts, estimates or projections reflect judgments of Osmosis as at the date of the document and are subject to change without notice. Rates of return cannot be guaranteed and any forecasts, estimates or projections as to future returns should not be relied on, as they are based on assumptions which may or may not ultimately be correct. Actual returns could differ significantly from any forecasts, estimates or projections provided. Past performance is not a reliable indicator of future performance. This Information Memorandum may not be reproduced, or copies circulated without prior authority from Clearway Capital Solutions.