Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in October 2024).
DEFINING CHARACTERISTICS OF OUR STRATEGY
- Established strategy built on a 30-year history of sustainable investing and innovative thought leadership
- High-conviction portfolio of companies selected for their potential to deliver compounding growth and their ability to contribute to the development of a more sustainable global economy
- Committed to provide clients with high standards of engagement, transparency and measurement
WHAT WE BELIEVE
We believe there is a strong link between sustainable development, innovation and long-term compounding growth.
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Our investment framework leads us to invest in companies that we believe contribute to the development of a more sustainable global economy, through their revenue alignment with ten environmental and social themes. At the same time, it helps us stay on the right side of disruption by seeking to avoid companies we consider to be involved in activities that are harmful to the environment and society.
We believe this approach will provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.
The guiding principle of our investment philosophy evolves around: Is the world a better place because of this company?”
Hamish Chamberlayne, CFA
Head of Global Sustainable Equity |Portfolio Manager
Investment Considerations
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KEY DOCUMENTS
Investment
Principles
INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term (5 years or more) by investing in companies whose products and services are considered by the Investment Manager as contributing to positive environmental or social change and thereby have an impact on the development of a sustainable global economy.
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The Fund invests at least 80% of its assets in shares (also known as equities) of companies, of any size, in any industry, in any country. The Fund will avoid investing in companies that the Investment Manager considers to potentially have a negative impact on the development of a sustainable global economy.
The Fund may also invest in other assets including cash and money market instruments.
The Investment Manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently.
The Fund is actively managed with reference to the MSCI World Index, which is broadly representative of the companies in which it may invest, as this can provide a useful comparator for assessing the Fund's performance. The Investment Manager has discretion to choose investments for the Fund with weightings different to the index or not in the index, but at times the Fund may hold investments similar to the index.
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The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.
