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US Sustainable Equity Fund

By focusing on companies that contribute to the development of a more sustainable global economy, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

Overview

Important fund updates

We have made certain fund updates effective 2 December 2024. Please see the shareholder notice below for details.

DEFINING CHARACTERISTICS OF OUR STRATEGY

  • Built upon a 30-year strategy 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

Global Sustainable Equity Fund Venn Diagram

Companies are analysed and selected using a triple bottom line framework, considering how companies generate profits and their outcomes on people and the planet.

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INVESTMENT OBJECTIVE

KEY DOCUMENTS

Investment Principles
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Positive impact companies
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Portfolio Management

Hamish Chamberlayne, CFA

Head of Global Sustainable Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2007.

Aaron Scully, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2001.

Performance

Portfolio

Documents