DEFINING CHARACTERISTICS OF OUR FUND
Established investment portfolio built on a 30-year 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
- Commitment 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.
Read More
Our investment framework seeks to invest in companies that have a positive impact on the environment and society; and 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 or society.
We believe this approach will provide clients with a 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
Read Less
INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term 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.
More
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.
Less
