MoRE Our History - Osmosis RW

Our History

MAY 2009

Osmosis Investment Management launched as regulated Investment Management Business

SEPTEMBER 2012

Osmosis launches Osmosis Resource Efficient World UCITS Fund

DECEMBER 2016

Osmosis launch Resource Efficient Low Volatility Contractual Fund

AUGUST 2018

Osmosis launch Resource Efficient Equity Market Neutral UCITS V Fund

MARCH 2020

Capricorn Investment Group investment in Osmosis Holdings Ltd

December 2020

Osmosis launch Resource Efficient Core Equity (ex Aus) Fund

February 2021

Osmosis launch Resource Efficient Core Equity (ex fossil fuel) Fund

DECEMBER 2011

Osmosis launch MoRE Leaders strategy for the Oxford University Endowment

JUNE 2014

Resource Efficiency – Independent Academic Verification from Cardiff University

MAY 2017

Osmosis launch Resource Efficient Core Equity UCITS V Fund

MARCH 2019

Oxford University Endowment Management PE Investment in Osmosis Holdings Limited

JUNE 2020

Osmosis launch Resource Efficient Market Neutral 5X Strategy

January 2021

Osmosis launch Resource Efficient European Equities Fund

IMPORTANT INFORMATION:

Global Investors (ex US and Australia). This document is issued in the UK by Osmosis Investment Management UK Limited (“Osmosis”). Osmosis is authorised and regulated by the Financial Conduct Authority “FCA” with FRN 765056. This document is a “financial promotion” within the scope of the rules of the FCA. In the United Kingdom, the issue or distribution of this document is being made only to and directed only at professional clients (as defined in the rules of the FCA) (“Professional Clients”). This document must not be acted or relied upon by persons who are not Professional Clients. Any investment or investment activity to which this document relates is available only to Professional Clients and will be engaged in only with Professional Clients.

US Investors. This document is issued by Osmosis Investment Management US LLC (“Osmosis”). Osmosis Investment Management UK Limited (“Osmosis UK”) is an affiliate of Osmosis and has been operating the Osmosis Model of Resource Efficiency. Osmosis UK is regulated by the FCA. Osmosis and Osmosis UK are both wholly owned by Osmosis (Holdings) Limited (“OHL”).

Australia Investors: This document is issued in Australia by Osmosis Investment Management (Australia) Pty Ltd (ABN 80 670 854 798, CAR No. 001305635) is a corporate authorised representative of Eminence Global Asset Management Pty Ltd which is the holder of an Australian Financial Services Licence (AFS Licence No. 305573). Osmosis Investment Management (Australia) Pty Ltd) is a member of the Osmosis group of companies, the parent company being Osmosis (Holdings) Limited a UK company headquartered in London.

© 2009 – 2024 OSMOSIS INVESTMENT MANAGEMENT

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