Investment Objective

DEFINING CHARACTERISTICS OF OUR STRATEGY

  • Established strategy built on a 29-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

INVESTING WITH POSITIVE IMPACT

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, while at the same time helping us stay on the right side of disruption.

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 impact on people and the planet.

Read Less

Past performance is not a guide to future performance. 
 

KEY DOCUMENTS

Investment
Principles
GSE-Investment_Investment_principles_660x440
Annual sustainability
report
GSE-Annual-sustainability-report_660x440
Quarterly impact
report
GSE-Quarterly-impact-report_660x440

INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term (5 years or more).

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 invest 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. 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 Collective Investment Schemes (including those managed by Janus Henderson) and cash.

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.

Less

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.