Fund Size: £550.45
Total screened & themed / SRI assets: £
Total Responsible Ownership assets: £
Total assets under management: £
As at: 31/12/23
Sustainable, Responsible &/or ESG Policy:
Investment Process
The investments picked for this fund are chosen because they have a net positive benefit on society either through their products and services they offer or in the way they conduct their business. This means the fund will not invest in all areas of the market. At least 80% of the Fund’s investments are in the shares of UK companies. Up to 20% of the fund can be invested in shares in overseas companies. Simple avoidance means that the fund does not invest in companies whose core activities include the production of nuclear power, manufacture of armaments or animal testing for non-medical purposes. The system of scoring assesses companies according to specific criteria. This is intended to provide a balance between positive and negative factors, and allow the fund to identify the best companies in their sector.
(Source: Factsheet, as at January 2024)
Sustainable, Responsible &/or ESG Process:
Resources, Affiliations & Corporate Strategies
Dialshifter
Literature
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