Quarterly update
Watch the investment team recap this quarter.
(Note: Filmed in January 2024).
INVESTMENT OBJECTIVE
To provide capital growth by investing in a mix of assets including UK and overseas equities and fixed income securities. The fund will seek to invest in companies that are responsibly run giving due consideration to environmental, social and governance issues. 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.
ABOUT THIS FUND
- A diversified multi-asset portfolio with a low carbon profile due to the fund’s investment approach.
- Responsible approach to investing in the shares and bonds of global companies by incorporating environmental, social and governance factors.
- Avoids companies considered to be involved in business activities and behaviours that may be environmentally and /or socially harmful by applying exclusionary criteria.
KEY DOCUMENTS
Investment
Principles
Annual Environmental, Social, Governance Report
RATINGS AND AWARDS
RATINGS AND AWARDS
