Important fund updates
We have made certain fund updates effective 2 December 2024. Please see the shareholder notice below for details.
Quarterly update
Watch the investment team recap this quarter.
(Note: Filmed in September 2024).
INVESTMENT OBJECTIVE
To provide income with prospects for capital growth by investing primarily in a portfolio of UK equities. 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 long-term fund focused on companies with good cash flow and growing dividends
- Responsible approach to investing in UK companies 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
KEY DOCUMENTS
Investment
Principles
Annual ESG, Sustainability and Climate Report
RATINGS AND AWARDS
S&P assigns a Principal Stability Fund Rating (PSFR) for money market funds within a range from AAAm (highest) to Dm (lowest), where AAAm indicates S&P's opinion of a fund's extremely strong capacity to maintain principal stability and to limit exposure to principal losses due to credit risk and Dm indicates a failure to maintain principal stability resulting in a realized or unrealized loss of principal. Ratings do not eliminate risk and should not be used as the sole basis for evaluating an investment product. Please see Ratings Criteria at disclosure.spglobal.com/ratings/en/regulatory/ratings-criteria for further information. A fee was paid for the use of this data.
