Fund Name SRI Style Product Region Asset Type Launch Date
The People's Pension Ethical Fund 0.5 % (BC&E) Sustainability Tilt Pension Global Equity 28/05/13

Objectives

Fund Size: £95.75m

As at: 31/12/23

ISIN: GB00BYY2NW27, GB00B6V74L03

Sustainable, Responsible &/or ESG Overview

Primary fund last amended: 21/02/24 10:48

Information received directly from Fund Manager

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  • Sustainable, Responsible &/or ESG Policy:

     

    Fund Objective

    The People's Pension Ethical Fund aims to track the performance of the global equity market as closely as possible whilst only selecting 'socially responsible investments' . This is a higher risk fund aimed at maximising growth over the long term. The fund is aimed at members who wish to take account of ethical, environmental or social principles. This fund’s investments are weighted towards companies that demonstrate a robust ESG profile or an improving trend. Companies who are involved in the production of controversial weapons, including cluster munitions, are excluded.

    (Source: People's Pension website, as at February 2024)

  • Process

  • Resources, Affiliations & Corporate Strategies

  • Fund Holdings

    Voting Record

Fund Name DS SRI Style Product Region Asset Type Launch Date
The People's Pension Ethical Fund 0.5 % (BC&E) Sustainability Tilt Pension Global Equity

Fund Size: £95.75

Total screened & themed / SRI assets: £

Total Responsible Ownership assets: £

Total assets under management: £

As at: 31/12/23

Sustainable, Responsible &/or ESG Policy:

 

Fund Objective

The People's Pension Ethical Fund aims to track the performance of the global equity market as closely as possible whilst only selecting 'socially responsible investments' . This is a higher risk fund aimed at maximising growth over the long term. The fund is aimed at members who wish to take account of ethical, environmental or social principles. This fund’s investments are weighted towards companies that demonstrate a robust ESG profile or an improving trend. Companies who are involved in the production of controversial weapons, including cluster munitions, are excluded.

(Source: People's Pension website, as at February 2024)

Sustainable, Responsible &/or ESG Process:

Resources, Affiliations & Corporate Strategies

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