What is LBRTY® and how does it reduce autocracy risk?
LBRTY® excludes countries lacking basic civil liberties and, within eligible markets, favours stocks with lower economic exposure to authoritarian regimes — under tracking-error constraints. It is SFDR Article 9.
Why country exclusion alone is not enough
Companies listed in open markets can still derive material revenue, assets or supply dependence from authoritarian economies. A dual country-and-stock framework addresses both direct and indirect exposure.
Investment objective framing
LBRTY® is designed as a risk-reward / financial-performance approach to geopolitical regime risk in equity portfolios, not a charity or purely exclusionary screen.
Access
Long-only equity strategies across universes such as All World, All World ex USA, Emerging Markets and USA. Selected share classes may be available on TOBAMDirect. Professional/institutional eligibility and country authorisation apply.
Take the next step
Talk with the TOBAM team, or invest online when the share class is available on TOBAMDirect.
Selected share classes in this strategy are available on TOBAMDirect. Eligibility depends on investor status and jurisdiction.