DEFINING CHARACTERISTICS OF OUR STRATEGY
- Built upon a 30-year strategy history of sustainable investing and innovative thought leadership
- High-conviction portfolio with companies selected for their compounding growth potential and positive impact on the environment and society
- 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 seeks to invest in companies that 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 avoiding 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 US 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 a concentrated portfolio of shares (also known as equities) of US companies, of any size, in any industry. 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.
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Note: You should not make investment decisions based solely on marketing materials. You should read the Prospectus and the Product Highlights Sheet of the Fund for more details of the investment risks and seek independent professional advice where appropriate.
