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09.05.25

GSI Fund Names Changing from 28 April 2025

GSI will be updating the names of its Irish-domiciled funds from Monday, 28 April 2025, to meet regulatory requirements for naming environmental, social and/or governance (ESG) funds.

The word “Sustainable” will be replaced with “Aware” in the fund names, as follows:

Current Fund Name: Global Sustainable Value Fund (GSV)

New Fund Name: Global Aware Value Fund (GAV)

Current Fund Name: Global Sustainable Focused Value Fund (GSFV)

New Fund Name: Global Aware Focused Value Fund (GAFV)

The funds will continue to be classified as Article 8 under the EU Sustainable Finance Disclosure Regulation (SFDR).

The change in name does not reflect any change to the funds’ strategy, philosophy, or objectives. “Aware” more accurately conveys our investment intent — reflecting continued awareness of ESG risks in portfolio companies, while also aligning with our evidence-led process and long-term approach.

What remains unchanged:

The investment objectives, process, and risk profile of the funds.
Promotion of environmental and social characteristics (without using a label).
Stewardship activity, screening framework, and exclusion policies.
Reduced exposure to fossil fuels and GHG-intensive companies.
Classification as Article 8 under SFDR.

“While the names of our funds have changed, our core philosophy and investment process remain exactly the same. We continue to apply the same disciplined, research-led approach our clients have always trusted — with the same team, the same values, and the same long-term focus.”

— Garrett Quigley, Managing Partner, Co-CIO of GSI

The fund Supplements are being updated to reflect the new names and will be available on our website and via GemCap once approved by the Central Bank of Ireland.

Please note that these funds are domiciled in Ireland and are not currently within the scope of the UK Sustainability Disclosure Requirements (SDR).

If you have any questions, please don’t hesitate to get in touch.

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