The Fund aims to provide capital growth over the long term (5 years or more) 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.
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.
The Fund may also invest in other assets including cash and money market instruments.
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, but at times the Fund may hold investments similar to the index.
This website is for promotional purposes and does not qualify as an investment recommendation.
ABOUT THIS FUND
- Invests globally in companies strategically aligned with environmental and social megatrends: climate change, resource constraints, growing populations, and ageing populations
- Avoids investing in fossil fuels and companies that stand to be disrupted by the transition to a low-carbon economy
- Experienced team of global equity investors employing a long-term approach and disciplined fundamental analysis