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Fund Name SRI Style Product Region Asset Type Launch Date
abrdn UK Sustainable and Responsible Investment Equity Fund (ASI) Ethical OEIC/Unit Trust Global Equity 09/05/06

Objectives

Fund Size: £38.90m

Total screened & themed / SRI assets: £29131.00m

Total Responsible Ownership assets: £29131.00m

Total assets under management: £508407.00m

As at: 30/06/22

ISIN: GB00B131GH54, GB00B131GD17, GB00B131GB92, GB00B131GC00

Sustainable, Responsible &/or ESG Overview

Awaiting update from fund manager - fund last updated October 2022

 

The Fund seeks long-term growth by investing in a diversified portfolio of UK companies. Equity selection will be undertaken on the basis of thorough fundamental company analysis. This includes the incorporation of environment, social and government (ESG) considerations. Where an investee company’s practices are considered to be lacking or deficient with regard to these criteria, the manager will encourage the company to adopt more responsible practices, as is stipulated in the equity investment process.

 

The Fund's equity investments can include equities and equity related securities that are issued by companies that are incorporated, or generate a significant part of their earnings, in the UK.

Primary fund last amended: 06/03/24 11:57

Information received directly from Fund Manager
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  • Fund Filters

    Climate Change & Energy

    Paris aligned fund strategy

    Social / Employment

    Favours companies with strong social policies

    Ethical Values Led Exclusions

    Tobacco and related product manufacturers excluded

    Armaments manufacturers avoided

    Alcohol production excluded

    Gambling avoidance policy

    Governance & Management

    Governance policy

    Avoids companies with poor governance

    Encourage board diversity e.g. gender

    UN sanctions exclusion

    Fund Governance

    ESG integration strategy

    Asset Size & Metrics

    Over 50% large cap companies

    Invests in small, mid and large cap companies

    How The Fund Works

    Negative selection bias

    SRI / ESG / Ethical policies explained on website

    Intended Clients & Product Options

    Available via an ISA (OEIC only)

    Fund management company information

    About The Business

    ESG / SRI engagement (AFM company wide)

    Responsible ownership / stewardship policy or strategy (AFM company wide)

    Responsible ownership policy for non SRI funds (AFM company wide)

    Responsible ownership / ESG a key differentiator (AFM company wide)

    Diversity, equality & inclusion engagement policy (AFM company wide)

    Vote all* shares at AGMs / EGMs (AFM company wide)

    Integrates ESG factors into all / most fund research

    SDG aligned aims / objectives (AFM company wide)

    Senior management KPIs include environmental goals (AFM company wide)

    Resources

    In-house responsible ownership / voting expertise

    Employ specialist ESG / SRI / sustainability researchers

    Use specialist ESG / SRI / sustainability research companies

    Collaborations & Affiliations

    PRI signatory

    UKSIF member

    Climate Action 100+ or IIGCC member

    Fund EcoMarket partner

    GFANZ member (AFM company wide)

    TNFD forum member (AFM company wide)

    Accreditations

    UK Stewardship Code signatory (AFM company wide)

    Engagement Approach

    Regularly lead collaborative ESG initiatives (AFM company wide)

    Company Wide Exclusions

    Controversial weapons avoidance policy (AFM company wide)

    Tobacco avoidance policy (AFM company wide)

    Climate & Net Zero Transition

    Encourage carbon / greenhouse gas reduction (AFM company wide)

    Carbon offsetting - offset carbon as part of our net zero plan (AFM company wide)

    In-house carbon / GHG reduction policy (AFM company wide)

    Net Zero - have set a Net Zero target date (AFM company wide)

    Voting policy includes net zero targets (AFM company wide)

    Transparency

    Publish full voting record (AFM company wide)

    Publish responsible ownership / stewardship report (AFM company wide)

    Full SRI policy information on company website

    Paris Alignment plan publicly available (AFM company wide)

    Net Zero transition plan publicly available (AFM company wide)

    Sustainability transition plan publicly available (AFM company wide)

  • Sustainable, Responsible &/or ESG Policy:

    Negative screening

    The Fund applies negative exclusion criteria to avoid investing in companies involved in certain industries and activities. The Fund will avoid investment in companies involved in the activities listed below:

     

    • Adult entertainment: companies which derive over 5% of their gross annual revenue from the production, transmission or sale of pornographic materials.

     

    • Alcohol production: Companies which derive over 10% of their gross annual revenue from the production and/or sale of alcoholic beverages.

     

    • Cluster munitions/anti-personnel landmines: 

     

    • Gambling: Companies which derive more than 10% of their gross annual revenue from betting or gambling operations and/ or from supplying gambling equipment.

     

    • Military involvement: Companies exceeding 10% of gross annual revenue from the production, sale, or servicing of military contracts.

     

    • Tobacco: Businesses which make over 10% of their gross annual revenue from the production and/or sale of tobacco products.

     

    • Weapons: Companies which manufacture or sell nuclear weapons or which derive more than 10% of their gross annual revenue from the manufacture or sale of conventional weapons, or weapon systems.

  • Process

  • Resources, Affiliations & Corporate Strategies

    Investments Vector Sustainability Group:

    • Amanda Young - Chief Sustainability Officer (8 years at Firm, 25 years in Industry)
    • Eva Cairns - Head of Sustainability Insights & Climate Strategy (11 years at Firm, 16 years in Industry)
    • Anna Moss - Senior Sustainability Analyst (12 years at Firm, 12 years in Industry)
    • Ann Meoni - Senior Sustainability Analyst (8 years at Firm, 8 years in Industry)
    • Elizabeth (Meyer) Chiweshenga - Senior Sustainability Analyst (9 years at Firm, 9 years in Industry)
    • Nick Gaskell - Sustainability Analyst (Less than a year at firm, 7 years in Industry)
    • Ziggy You - Sustainability Analyst (3 years at Firm, 3 years in Industry)
    • Aidan Maloney - Graduate Business Analyst (Less than a year at Firm, less than a year in Industry)
    • Dan Grandage - Head of Sustainable Investments (8 years at firm, 8 years in Industry)
    • Eilidh Duncan - Senior Sustainability Manager (2 years at firm, 4 years in Industry)
    • Katy Grant - Senior Sustainability Manager (10 years at Firm, 10 years in Industry)
    • Rachel Rotheram - Sustainability Analyst (4 years at firm, 4 years in Industry)
    • Yolanda Yang - ESG BI Analyst (Less than a year at firm, 1 year in Industry)
    • Maka Indorbaeva - Graduate Business Analyst (Less than a year at Firm, less than a year in Industry)
    • Andrew Mason - Head of Active Ownership (10 years at firm, 17 years in Industry)
    • Douglas Wilson - Senior Sustainability Manager (22 years at firm, 25 years in Industry)
    • Joanna Sulc - Senior Sustainability Manager (7 years at Firm, 20 years in Industry)
    • Kathleen Dewandeleer - Senior Sustainability Manager (3 years at firm, 30 years in Industry)
    • Nick Duncan - Senior Sustainability Manager (7 years at Firm, 25 years in Industry)
    • Claire Leighton - Sustainability Manager (12 years at Firm, 12 years in Industry)
    • Stuart Riddick - Sustainability Manager (3 years at Firm, 3 years in Industry)
    • Katie Mint - Sustainability Support (2 years at Firm, 2 years in Industry)
    • Danielle Welsh-Rose - Head of Sustainability Investment Specialists & APAC Sustainability (2 years at Firm, 20 years in Industry)
    • Jamie Govan - Sustainability Director (14 years at Firm, 14 years in Industry)
    • Neil Murdoch - Senior Sustainability Specialist (6 years at Firm, 16 years in Industry)
    • Nicola Skrastin - Sustainability Specialist (5 years at Firm, 5 years in Industry)
    • Qianlin Li - Sustainability Specialist (Less than a year at Firm, 10 years in Industry)
    • Sylvain Augoyard - Sustainability Manager - APAC (Less than a year at Firm, 13 years in Industry)
    • Daniel Bowie-MacDonald - Sustainability Investment Specialist (9 years at Firm, 10 years in Industry)
    • Sheela Veerappan - Sustainability Investment Specialist - APAC (Less than a year at Firm, 18 years in Industry)
    • Fionna Ross -Sustainability Investment Specialist & Head of Sustainability Institute - Americas (14 years at Firm, 14 years in Industry)
    • Toby Grubb - Sustainability Support (1 year at Firm, 1 year in Industry)

    Equity:

    • Sarah Norris - Head of ESG - Equities (11 years at Firm, 12 years in Industry)
    • David Smith - Senior Investment Director (10 years at Firm, 16 years in Industry)
    • Jerry Goh - Investment Manager (7 years at Firm, 7 years in Industry)
    • Daniel Ng - Investment Manager (5 years at Firm, 5 years in Industry)
    • Andrew Risk - UK Equity ESG Analyst (Less than a year at Firm, 9 years in Industry)
    • Fraser Harle - Investment Analyst (6 years at Firm, 7 years in Industry)
    • Tzoulianna Leventi - ESG Analyst and Investment Analyst (4 years at Firm, 4 years in Industry)
    • Jonny Salvage - ESG Analyst - European Equities (Less than a year at Firm, 4 years in Industry)

    Multi-Asset:

    • Craig MacKenzie - Head of SAA Research (11 years at Firm, 25 years in Industry)
    • Catie Wearmouth - ESG Investment Director – Multi Asset Solutions (1 year at Firm, 23 years in Industry)
    • Fiona Ritchie - ESG Investment Manager (10 years at Firm, 35 years in Industry)

    Fixed Income:

    • Marianne Zangerl - Head of ESG Fixed Income (7 years at Firm, 13 years in Industry)
    • Nicholas Kordowski - Head of Non-Financials Research (12 years at Firm, 18 years in Industry)
    • Andrew Fraser - Head of Financials Research (13 years at Firm, 31 years in Industry)
    • George Westervelt - Head of US HY Research (13 years at Firm, 23 years in Industry)
    • Julien Martin - Head of Euro HY Research (9 years at Firm, 17 years in Industry)Paul Lukaszewski - Head of Asian Corporate Debt & Emerging Market Credit Research (11 years at Firm, 21 years in Industry)
    • Matthew Kence - Investment Director (12 years at Firm, 19 years in Industry)
    • Josef Helmes - Investment Director (10 years at Firm, 21 years in Industry)
    • Mark Munro - Investment Director (9 years at Firm, 16 years in Industry)
    • Samuel Bevan - Investment Manager (10 years at Firm, 10 years in Industry)
    • Henry Loh - Investment Manager (8 years at Firm, 8 years in Industry)
    • Emilia Matei - Investment Analyst (7 years at Firm, 7 years in Industry)
    • Kate McGrath - ESG Analyst - Fixed Income (3 years at Firm, 3 years in Industry)
    • Scott McQuiston - ESG Analyst - Fixed Income (2 years at Firm, 2 years in Industry)
    • Khashayar Lotfizadeh - Global Head of Quantitative Analytics (8 years at Firm, 8 years in Industry)
    • Samuel Grantham - Investment Director (9 years at Firm, 9 years in Industry)
    • Thomas Leys - Investment Director (9 years at Firm, 10 years in Industry)
    • Jonathan Mondillo - Head of Municipals (4 years at Firm, 17 years in Industry)
    • Nicole Lim - Investment Analyst (1 year at Firm, 5 years in Industry)
    • Curt Starer - Investment Director (15 years at Firm, 22 years in Industry)
    • Janaka Nanayakkara - Investment Director (7 years at Firm, 15 years in Industry)
    • Albane Poulin - Head of European Private Placements (7 years at Firm, 10 years in Industry)
    • Eliza Uphadya - Lending Manager (6 years at Firm 6 years in Industry)

  • Dialshifter

    Our organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by…

     abrdn strongly supports the objectives of the Paris Agreement. We are committed to playing a constructive role in the decarbonisation of the global economy and serving the long-term interests of our clients. We have developed a business-wide approach to support the goals of the Paris Agreement based on five principles:

    • Public policy advocacy
    • Rigorous climate scenario analysis
    • Responsible stewardship
    • abrdn net zero real estate commitment
    • Reporting: tracking carbon and climate solutions

    Further information on these principles and our approach to Paris alignment is available here:  https://www.abrdn.com/docs?editionId=407977f9-165c-4edf-a894-13d005e4ac3f

     

     

  • Literature

    Fund Holdings

    Voting Record
Fund Name DS SRI Style Product Region Asset Type Launch Date
abrdn UK Sustainable and Responsible Investment Equity Fund (ASI) Ethical OEIC/Unit Trust Global Equity

Fund Size: £38.90

Total screened & themed / SRI assets: £29131.00

Total Responsible Ownership assets: £29131.00

Total assets under management: £508407.00

As at: 30/06/22

Sustainable, Responsible &/or ESG Policy:

Negative screening

The Fund applies negative exclusion criteria to avoid investing in companies involved in certain industries and activities. The Fund will avoid investment in companies involved in the activities listed below:

 

  • Adult entertainment: companies which derive over 5% of their gross annual revenue from the production, transmission or sale of pornographic materials.

 

  • Alcohol production: Companies which derive over 10% of their gross annual revenue from the production and/or sale of alcoholic beverages.

 

  • Cluster munitions/anti-personnel landmines: 

 

  • Gambling: Companies which derive more than 10% of their gross annual revenue from betting or gambling operations and/ or from supplying gambling equipment.

 

  • Military involvement: Companies exceeding 10% of gross annual revenue from the production, sale, or servicing of military contracts.

 

  • Tobacco: Businesses which make over 10% of their gross annual revenue from the production and/or sale of tobacco products.

 

  • Weapons: Companies which manufacture or sell nuclear weapons or which derive more than 10% of their gross annual revenue from the manufacture or sale of conventional weapons, or weapon systems.

Sustainable, Responsible &/or ESG Process:

Resources, Affiliations & Corporate Strategies

Investments Vector Sustainability Group:

  • Amanda Young - Chief Sustainability Officer (8 years at Firm, 25 years in Industry)
  • Eva Cairns - Head of Sustainability Insights & Climate Strategy (11 years at Firm, 16 years in Industry)
  • Anna Moss - Senior Sustainability Analyst (12 years at Firm, 12 years in Industry)
  • Ann Meoni - Senior Sustainability Analyst (8 years at Firm, 8 years in Industry)
  • Elizabeth (Meyer) Chiweshenga - Senior Sustainability Analyst (9 years at Firm, 9 years in Industry)
  • Nick Gaskell - Sustainability Analyst (Less than a year at firm, 7 years in Industry)
  • Ziggy You - Sustainability Analyst (3 years at Firm, 3 years in Industry)
  • Aidan Maloney - Graduate Business Analyst (Less than a year at Firm, less than a year in Industry)
  • Dan Grandage - Head of Sustainable Investments (8 years at firm, 8 years in Industry)
  • Eilidh Duncan - Senior Sustainability Manager (2 years at firm, 4 years in Industry)
  • Katy Grant - Senior Sustainability Manager (10 years at Firm, 10 years in Industry)
  • Rachel Rotheram - Sustainability Analyst (4 years at firm, 4 years in Industry)
  • Yolanda Yang - ESG BI Analyst (Less than a year at firm, 1 year in Industry)
  • Maka Indorbaeva - Graduate Business Analyst (Less than a year at Firm, less than a year in Industry)
  • Andrew Mason - Head of Active Ownership (10 years at firm, 17 years in Industry)
  • Douglas Wilson - Senior Sustainability Manager (22 years at firm, 25 years in Industry)
  • Joanna Sulc - Senior Sustainability Manager (7 years at Firm, 20 years in Industry)
  • Kathleen Dewandeleer - Senior Sustainability Manager (3 years at firm, 30 years in Industry)
  • Nick Duncan - Senior Sustainability Manager (7 years at Firm, 25 years in Industry)
  • Claire Leighton - Sustainability Manager (12 years at Firm, 12 years in Industry)
  • Stuart Riddick - Sustainability Manager (3 years at Firm, 3 years in Industry)
  • Katie Mint - Sustainability Support (2 years at Firm, 2 years in Industry)
  • Danielle Welsh-Rose - Head of Sustainability Investment Specialists & APAC Sustainability (2 years at Firm, 20 years in Industry)
  • Jamie Govan - Sustainability Director (14 years at Firm, 14 years in Industry)
  • Neil Murdoch - Senior Sustainability Specialist (6 years at Firm, 16 years in Industry)
  • Nicola Skrastin - Sustainability Specialist (5 years at Firm, 5 years in Industry)
  • Qianlin Li - Sustainability Specialist (Less than a year at Firm, 10 years in Industry)
  • Sylvain Augoyard - Sustainability Manager - APAC (Less than a year at Firm, 13 years in Industry)
  • Daniel Bowie-MacDonald - Sustainability Investment Specialist (9 years at Firm, 10 years in Industry)
  • Sheela Veerappan - Sustainability Investment Specialist - APAC (Less than a year at Firm, 18 years in Industry)
  • Fionna Ross -Sustainability Investment Specialist & Head of Sustainability Institute - Americas (14 years at Firm, 14 years in Industry)
  • Toby Grubb - Sustainability Support (1 year at Firm, 1 year in Industry)

Equity:

  • Sarah Norris - Head of ESG - Equities (11 years at Firm, 12 years in Industry)
  • David Smith - Senior Investment Director (10 years at Firm, 16 years in Industry)
  • Jerry Goh - Investment Manager (7 years at Firm, 7 years in Industry)
  • Daniel Ng - Investment Manager (5 years at Firm, 5 years in Industry)
  • Andrew Risk - UK Equity ESG Analyst (Less than a year at Firm, 9 years in Industry)
  • Fraser Harle - Investment Analyst (6 years at Firm, 7 years in Industry)
  • Tzoulianna Leventi - ESG Analyst and Investment Analyst (4 years at Firm, 4 years in Industry)
  • Jonny Salvage - ESG Analyst - European Equities (Less than a year at Firm, 4 years in Industry)

Multi-Asset:

  • Craig MacKenzie - Head of SAA Research (11 years at Firm, 25 years in Industry)
  • Catie Wearmouth - ESG Investment Director – Multi Asset Solutions (1 year at Firm, 23 years in Industry)
  • Fiona Ritchie - ESG Investment Manager (10 years at Firm, 35 years in Industry)

Fixed Income:

  • Marianne Zangerl - Head of ESG Fixed Income (7 years at Firm, 13 years in Industry)
  • Nicholas Kordowski - Head of Non-Financials Research (12 years at Firm, 18 years in Industry)
  • Andrew Fraser - Head of Financials Research (13 years at Firm, 31 years in Industry)
  • George Westervelt - Head of US HY Research (13 years at Firm, 23 years in Industry)
  • Julien Martin - Head of Euro HY Research (9 years at Firm, 17 years in Industry)Paul Lukaszewski - Head of Asian Corporate Debt & Emerging Market Credit Research (11 years at Firm, 21 years in Industry)
  • Matthew Kence - Investment Director (12 years at Firm, 19 years in Industry)
  • Josef Helmes - Investment Director (10 years at Firm, 21 years in Industry)
  • Mark Munro - Investment Director (9 years at Firm, 16 years in Industry)
  • Samuel Bevan - Investment Manager (10 years at Firm, 10 years in Industry)
  • Henry Loh - Investment Manager (8 years at Firm, 8 years in Industry)
  • Emilia Matei - Investment Analyst (7 years at Firm, 7 years in Industry)
  • Kate McGrath - ESG Analyst - Fixed Income (3 years at Firm, 3 years in Industry)
  • Scott McQuiston - ESG Analyst - Fixed Income (2 years at Firm, 2 years in Industry)
  • Khashayar Lotfizadeh - Global Head of Quantitative Analytics (8 years at Firm, 8 years in Industry)
  • Samuel Grantham - Investment Director (9 years at Firm, 9 years in Industry)
  • Thomas Leys - Investment Director (9 years at Firm, 10 years in Industry)
  • Jonathan Mondillo - Head of Municipals (4 years at Firm, 17 years in Industry)
  • Nicole Lim - Investment Analyst (1 year at Firm, 5 years in Industry)
  • Curt Starer - Investment Director (15 years at Firm, 22 years in Industry)
  • Janaka Nanayakkara - Investment Director (7 years at Firm, 15 years in Industry)
  • Albane Poulin - Head of European Private Placements (7 years at Firm, 10 years in Industry)
  • Eliza Uphadya - Lending Manager (6 years at Firm 6 years in Industry)

Dialshifter

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