Fund Name SRI Style Product Region Asset Type Launch Date
SJP Sustainable & Responsible Equity Sustainability Select Life Global Equity 02/11/98

Objectives

Fund Size: £457.89m

As at: 30/06/21

ISIN: GB0004435532

Sustainable, Responsible &/or ESG Overview

This life product is linked to the "SJP Sustainable & Responsible Equity"  fund. The following information refers to the primary (OIEC) fund

Primary fund last amended: 04/01/24 12:24

Information received directly from Fund Manager

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  • Sustainable, Responsible &/or ESG Policy:

    Objectives and investment policy

    The fund aims to achieve capital appreciation over a period of five years by investing at least 70% worldwide in companies which demonstrate strong environmental, social and governance (ESG) credentials and are positioned to benefit from positive opportunities arising from the transition to a more sustainable global economy.

    The fund is also permitted to invest in other types of transferable securities, UK and overseas fixed interest and index linked securities, units and/or shares in other collective investment schemes, money market instruments, deposits and cash and near cash instruments. They typically make a small amount of the fund’s assets. The fund is permitted to use derivatives and forward transactions for the purposes of efficient portfolio management (including hedging).

    The fund is actively managed without reference to a benchmark. The strategy combines fundamental and thematic analysis to identify quality companies with ESG  considerations.

    For further details on the specific risks applicable to this fund please see the fund's prospectus

    (Source: KIID, as at January 2024)

     

     

     

  • Process

  • Resources, Affiliations & Corporate Strategies

  • Fund Holdings

    Voting Record

Fund Name DS SRI Style Product Region Asset Type Launch Date
SJP Sustainable & Responsible Equity Sustainability Select Life Global Equity

Fund Size: £457.89

Total screened & themed / SRI assets: £

Total Responsible Ownership assets: £

Total assets under management: £

As at: 30/06/21

Sustainable, Responsible &/or ESG Policy:

Objectives and investment policy

The fund aims to achieve capital appreciation over a period of five years by investing at least 70% worldwide in companies which demonstrate strong environmental, social and governance (ESG) credentials and are positioned to benefit from positive opportunities arising from the transition to a more sustainable global economy.

The fund is also permitted to invest in other types of transferable securities, UK and overseas fixed interest and index linked securities, units and/or shares in other collective investment schemes, money market instruments, deposits and cash and near cash instruments. They typically make a small amount of the fund’s assets. The fund is permitted to use derivatives and forward transactions for the purposes of efficient portfolio management (including hedging).

The fund is actively managed without reference to a benchmark. The strategy combines fundamental and thematic analysis to identify quality companies with ESG  considerations.

For further details on the specific risks applicable to this fund please see the fund's prospectus

(Source: KIID, as at January 2024)

 

 

 

Sustainable, Responsible &/or ESG Process:

Resources, Affiliations & Corporate Strategies

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