Risk Disclaimer
The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.
Investing in emerging markets is generally considered to involve more risk than developed markets.
Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any stocks or products that may be mentioned.
Issues related to food and nutrition are increasingly important as global food systems seek to provide food for nearly 10 billion people by 2050 within the planet’s boundaries that are under increasing pressure.
Rising incomes across emerging markets have led these populations to exhibit significantly fast growth rates in demand for food and beverages. The opportunities for manufacturing and retail companies operating in these markets are vast; however, they face significant supply and demand risks from sustainability factors. On the supply side, natural resource constraints exacerbated by climate change increasingly affect production levels along agricultural supply chains. On the demand side, pressure is coming from evolving consumer preferences and regulatory standards in terms of affordability, diversity, quality and nutrition.
We aim to invest in businesses adept at capturing opportunities linked to changing diets and rising incomes, while helping drive food systems transformation. Such transformation is critical to improve the availability of food in a sustainable and scalable way. We, therefore, look for businesses that provide affordable, safe and nutritious food and beverages whilst effectively managing natural resource risks and pressures. We also expect them to invest in innovations to improve the nutritional profile and shelf life of their product portfolio, incorporate circular economy principles in their business strategies, provide decent and inclusive work and equitable trade, and work with smallholders to improve livelihoods.
Risk Disclaimer
The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.
Investing in emerging markets is generally considered to involve more risk than developed markets.
Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any stocks or products that may be mentioned.
| Company | No. of employees | Company description | SDG Alignment | Number and subject of engagement(s) |
|---|---|---|---|---|
AVI Ltd |
8,439 |
Target 2.1; Share of company revenue 19% |
+ Target 2.1; Share of company revenue 19% - Target 2.1; Share of company revenue 29% |
1: Climate change, environmental stewardship, public health, corporate governance |
BIM Birlesik Magazalar AS |
51,765 |
Operates food and basic consumer goods discount stores in Turkey. |
n/a |
1: Corporate governance |
Dali Foods Group Co Ltd |
37,975 |
Branded food and beverage company with a diversified multi-brand product portfolio. |
+ Target 2.1; Share of company revenue 13% - Target 2.1; Share of company revenue 65% Produces snack foods and beverages |
1: Environmental stewardship |
Inner Mongolia Yili |
56,079 |
Manufactures and distributes milk and dairy-based products. |
+ Target 2.1; Share of company revenue 83% - Target 2.2; Share of company revenue 10% |
4: Climate change, environmental stewardship, public health, corporate governance |
Jeronimo Martins SGPS SA |
108,560 |
Through its subsidiaries, distributes food in Portugal, Poland, and Colombia. |
n/a |
2: Public health, corporate governance |
Magnit PJSC |
217,258 |
Operates Russia's largest chain of discount supermarkets, hypermarkets and drugstores. |
n/a |
2: Corporate governance |
Tingyi Cayman Islands |
58,182 |
Manufactures and sells instant noodles, baked goods and beverages in China. |
+ Target 2.1; Share of company revenue 42% - Target 2.1; Share of company revenue 58% Produces snack foods and beverages |
3: Climate change, environmental stewardship, corporate governance |
Universal Robina Corp |
14,239 |
Manufactures and distributes branded consumer foods as well as agricultural commodities across the ASEAN region and Oceania. |
+ Target 2.1; Share of company revenue 21% - Target 2.1; Share of company revenue 79% Produces snack foods and beverages that provide limited nutritional value |
4: Climate change, environmental stewardship, corporate governance |
Vietnam Dairy Products |
9,803 |
Manufactures and distributes milk and dairy-based products. |
+ Target 2.1; Share of company revenue 100% |
1: Environmental stewardship, public health |
Vitasoy International |
6,755 |
Manufactures and distributes plant-based food and beverages. |
+ Target 2.1; Share of company revenue 100% |
4: Climate change, environmental stewardship, public health, corporate governance |
Wal-Mart de Mexico SAB de CV |
238,972 |
Retails food, clothing, and other merchandise under a variety of store formats across Mexico and Central America. |
n/a |
3: Climate change, environmental stewardship, labour standards, public health, business conduct |
Where company revenues do not add to 100%, then there is no SDG link for the remainder of the business revenues
For Professional Clients and/or Qualified Investors only
