Fund EcoMarket - SRI Services

Fund Basics
Product Type
Product Type

Life (167)

Pension (356)

OEIC/Unit Trust (335)

Investment Trust (47)

Other (2)

SICAV/Offshore* (254)

DFM/Portfolio (16)

Corporate Activity (0)

Charities (19)

ETF (122)

VCT / EIS (5)
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Asset Type
Asset Type

Unclassified (6)

Equity (693)

Fixed Interest (161)

Mixed Asset (214)

Property (15)

Hedge (8)

Not Set (3)

Equity Income (41)

Infrastructure (20)

Passive Equity (154)

Cash (or =) (6)

With-Profit (2)
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Geographic Region
Geographic Region

Not Set (2)

UK (276)

Europe (50)

USA (40)

Global (781)

Asia Pacific (15)

Emerging Markets (45)

Europe ex UK (52)

Unclassified (0)

Europe >50% UK (1)

Indian Sub-Continent (4)

Asia Pacific ex Japan (32)

Japan (25)
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SRI Styles
SRI Styles

Ethical (221)

Environmentally Focused (161)

Sustainability Select (271)

Faith Based (26)

(Unclassified) (54)

ESG Plus (132)

Socially Focused (45)

Other (6)

Limited Exclusions (75)

(Pending) (14)

Sustainability Tilt (318)
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Full fund information
Sustainability & Environmental
Sustainability

Environmental policy (544)

Limits exposure to carbon intensive industries (560)

Sustainability policy (640)

Resource efficiency policy or theme (259)

Sustainable transport policy or theme (208)

Sustainability theme or focus (538)

Environmental damage and pollution policy (198)

Favours cleaner, greener companies (461)

Waste management policy or theme (203)

UN Global Compact linked exclusion policy (486)

Sustainability focus (617)

UN Sustainable Development Goals (SDG) focus (216)

Report against sustainability objectives (345)

Encourage more sustainable practices through stewardship (637)

Circular economy theme (122)

Transition focus (93)

E-waste policy (0)
Nature & Biodiversity

Biodiversity / nature policy (214)

Deforestation / palm oil policy (218)

Plastics policy / reviewing plastics (149)

Unsustainable / illegal deforestation exclusion policy (203)

Avoids genetically modified seeds/crop production (203)

Nature / biodiversity based solutions theme (65)

Blue economy theme or focus (23)

Nature / biodiversity focus (61)

Responsible palm oil policy (84)

Sustainable fisheries policy (39)

Genetic engineering exclusion (100)

Nature / biodiversity protection policy (51)

Water stewardship policy (62)
Targeted Positive Investments

EU Sustainable Finance Taxonomy holdings 5-25% of fund assets (91)

EU Sustainable Finance Taxonomy holdings >25% of fund assets (54)

Invests > 5% in the blue economy (5)

Invests >25% of fund in environmental/social solutions companies (273)

Invests >50% of fund in environmental/social solutions companies (230)

Invests > 5% in green bonds (56)

Invest > 5% in transition bonds (16)

Invests > 5% in sustainable bonds (56)

Invests > 50% in green bonds (25)

Assets typically aligned to objectives 70 - 79% (NEW) (0)

Assets typically aligned to objectives 80 – 89% (NEW) (0)

Assets typically aligned to objectives > 90% (NEW) (0)

No ‘diversifiers’ used other than cash (NEW) (0)
Climate Change & Energy

Nuclear exclusion policy (423)

Coal, oil & / or gas majors excluded (674)

Climate change / greenhouse gas emissions policy (525)

Invests in clean energy / renewables (506)

Fracking and tar sands excluded (539)

Clean / renewable energy theme or focus (310)

Arctic drilling exclusion (490)

Fossil fuel reserves exclusion (557)

Energy efficiency theme (291)

Require net zero action plan from all/most companies (242)

TCFD reporting requirement (238)

Encourage transition to low carbon through stewardship activity (520)

Supply chain decarbonisation policy (22)

Hydrogen policy or theme (9)

Green / sustainable property strategy (34)

Fossil fuel exploration exclusion - direct involvement (416)

Fossil fuel exploration exclusion – indirect involvement (99)
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Social & Ethical
Human Rights

Human rights policy (486)

Child labour exclusion (470)

Responsible supply chain policy or theme (369)

Oppressive regimes (not free or democratic) exclusion policy (359)

Modern slavery exclusion policy (274)

LGBTQ+ policy (66)

Indigenous peoples’ policy (23)
Social / Employment

Health & wellbeing policies or theme (227)

Social policy (398)

Diversity, equality & inclusion Policy (fund level) (188)

Labour standards policy (304)

Fast fashion exclusion (25)

Favours companies with strong social policies (363)

Responsible mining policy (16)

Mining exclusion (168)

Vulnerable / gig workers protection policy (21)
Ethical Values Led Exclusions

Ethical policies (476)

Animal welfare policy (303)

Animal testing exclusion policy (206)

Tobacco and related product manufacturers excluded (739)

Armaments manufacturers avoided (717)

Alcohol production excluded (521)

Gambling avoidance policy (601)

Pornography avoidance policy (601)

Gilts / government bonds - exclude all (66)

Gilts / government bonds - exclude some (137)

Animal testing - excluded except if for medical purposes (194)

Civilian firearms production exclusion (510)

Invests in gilts / government bonds (NEW) (0)

Invests in sovereigns as an unscreened asset class (NEW) (0)

Invests in sovereigns subject to screening criteria (NEW) (0)

Does not invest in sovereigns (NEW) (0)
Meeting Peoples' Basic Needs

Water / sanitation policy or theme (203)

Invests in social property (freehold) (19)

Demographic / ageing population theme (117)

Antimicrobial resistance policy (10)

Invests > 5% in social bonds (42)

Invests > 50% in social bonds (2)

Invests > 5% in social housing (57)

Invests > 50% in social housing (14)

Green infrastructure focus (33)

Plant based / smart food production theme (17)

Responsible food production or agriculture theme (39)

Healthcare / medical theme (124)
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Governance & Financials
Governance & Management

Governance policy (607)

Anti-bribery and corruption policy (423)

Avoids companies with poor governance (611)

Digital / cyber security policy (170)

Encourage board diversity e.g. gender (607)

Encourage TCFD alignment for banks & insurance companies (297)

UN sanctions exclusion (391)

Encourage higher ESG standards through stewardship activity (678)

Require investee companies to report climate risk in R&A (24)
Banking & Financials

Only invest in TCFD (ISSB) aligned banks / financial institutions (9)

Predatory lending exclusion (231)

Financial institutions exclusion (12)

Banking exclusion (12)

Exclude banks with significant fossil fuel investments (148)

Exclude banks that finance fossil fuels extraction (8)

Invests in banks (NEW) (0)

Invests in financial instruments issued by banks (NEW) (0)

Exclude all or most insurance companies (NEW) (0)

Exclude insurers of major fossil fuel companies (NEW) (0)

Invests in insurers (NEW) (0)
Fund governance

ESG integration strategy (715)

ESG factors included in Assessment of Value (AoV) report (160)

Employ external (fund) oversight or advisory committee (211)

External (fund) committee has veto powers (41)
Asset size & metrics

Paris aligned fund strategy (202)

Over 50% small / mid cap companies (122)

Over 50% large cap companies (236)

Invests in small, mid and large cap companies (463)

Invests mostly in large cap companies (199)

Invest in supranationals (64)

Invests mostly in small or mid cap companies / assets (NEW) (0)
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Methods & Intentions/Aims
How the Fund Works

Single resource theme or focus (53)

Balances company 'pros and cons' / best in sector (281)

Strictly screened ethical fund (289)

Limited / few ethical exclusions* (132)

Positive selection bias (582)

Negative selection bias (491)

Norms focus (190)

Combines norms based exclusions with other SRI criteria (374)

Combines ESG strategy with other SRI criteria (432)

ESG weighted / tilt (271)

Passive / index driven strategy (105)

Data led strategy (60)

Focus on ESG risk mitigation (454)

Selection criteria / strategy may alter in adverse markets (34)

Significant harm exclusion (365)

SRI / ESG / Ethical policies explained on website (623)

Assets mapped to SDGs (362)

All assets (except cash) meet published sustain'y criteria (349)

Different risk options of this strategy are available (35)

Participated in sustainability solutions IPOs or new issuances (36)

Fund uses unscreened ‘diversifiers’ to help manage risk (16)

Converted from ‘non ESG’ strategy (89)

Use stock / securities lending (NEW) (0)

Do not use stock / securities lending (NEW) (0)

Use sustainable cash funds for all fund cash holdings (NEW) (0)
Impact Methodologies

Aims to generate positive impacts (or 'outcomes') (401)

Measures positive impacts (279)

Positive environmental impact theme (349)

Positive social impact theme (285)

Invests in environmental solutions companies (411)

Invests in social solutions companies (292)

Invests in sustainability / ESG disruptors (244)

Aim to deliver positive impacts through engagement (343)

Described as an ‘impact investment fund’ (62)

Over 50% in assets providing environmental or social ‘solutions’ (146)

Publish ‘theory of change’ explanation (NEW) (0)
Intended Clients & Product Options

Faith friendly (141)

Intended for investors interested in sustainability (666)

Intended for vegetarians and / or vegans (33)

Intended for clients who want to have a positive impact (259)

Available via an ISA (OEIC only) (491)

Portfolio SRI / ESG options available (DFMs) (92)

Multiple SRI / ESG portfolio options available (DFMs) (136)

Bespoke SRI / ESG portfolios available (DFMs) (103)
Labels & Accreditations

RSMR rated (OEIC funds only) (232)

SFDR Article 8 fund / product (EU) (202)

SFDR Article 9 fund / product (EU) (150)

SDR Labelled (NEW) (0)

London Stock Exchange Green Economy Mark (NEW) (0)
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Fund management company information
Responsible Ownership: Who?
About the business

ESG / SRI engagement (AFM company wide) (674)

Responsible ownership / stewardship policy or strategy (AFM company wide) (654)

Responsible ownership policy for non SRI funds (AFM company wide) (563)

Responsible ownership / ESG a key differentiator (AFM company wide) (541)

Vote all* shares at AGMs / EGMs (AFM company wide) (629)

Diversity, equality & inclusion engagement policy (AFM company wide) (605)

Sustainable property strategy (AFM company wide) (261)

Specialist positive impact fund management company (97)

Boutique / specialist fund management company (224)

Integrates ESG factors into all / most fund research (638)

SDG aligned aims / objectives (AFM company wide) (229)

In-house diversity improvement programme (AFM company wide) (606)

Senior management KPIs include environmental goals (AFM company wide) (254)

Vulnerable client policy on website (AFM company wide) (32)

Just Transition policy on website (AFM company wide) (82)

Invests in newly listed companies (AFM company wide) (311)

Invests in new sustainability linked bond issuances (AFM company wide) (209)

Offer structured intermediary training on sustainable investment (165)

Offer unstructured intermediary sustainable investment training (175)
Collaborations & Affiliations

PRI signatory (767)

UKSIF member (516)

Climate Action 100+ or IIGCC member (623)

Fund EcoMarket partner (423)

UN Net Zero Asset Owners / Managers Alliance member (313)

GFANZ member (AFM company wide) (233)

UN Net Zero Banking Alliance member (AFM company wide) (47)

UN Principles of Responsible Banking framework signatory-co wide (66)

TNFD forum member (AFM company wide) (271)

Investment Association (IA) member (479)
Resources

In-house responsible ownership / voting expertise (730)

Employ specialist ESG / SRI / sustainability researchers (709)

Use specialist ESG / SRI / sustainability research companies (656)

ESG specialists on all investment desks (AFM company wide) (432)
Accreditations

UK Stewardship Code signatory (AFM company wide) (646)

PRI A+ rated (AFM company wide) (487)

B Corp certified (AFM company wide) (54)
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Responsible Ownership: What & How?
Engagement approach

Regularly lead collaborative ESG initiatives (AFM company wide) (591)

Encourage responsible corporate taxation (AFM company wide) (394)

Engaging on climate change issues (454)

Engaging with fossil fuel companies on climate change (360)

Engaging to reduce plastics pollution / waste (413)

Engaging to encourage responsible mining practices (255)

Engaging on biodiversity / nature issues (466)

Engaging to encourage a Just Transition (394)

Engaging on human rights issues (476)

Engaging on labour / employment issues (429)

Engaging on diversity, equality and / or inclusion issues (435)

Engaging on governance issues (435)

Engaging on mental health issues (119)

Engaging on responsible supply chain issues (427)

Engaging to stop modern slavery (NEW) (0)

Engaging to encourage more sustainable ‘diversifiers’ (e.g. derivatives) (NEW) (0)

Engaging on the responsible use of AI (NEW) (0)
Transparency

Publish full voting record (AFM company wide) (636)

Publish responsible ownership / stewardship report (AFM company wide) (668)

Full SRI policy information on company website (689)

Full SRI policy information available on request (491)

Paris Alignment plan publicly available (AFM company wide) (245)

Net Zero transition plan publicly available (AFM company wide) (322)

Sustainability transition plan publicly available (AFM company wide) (287)
Company Wide Exclusions

Review(ing)carbon / fossil fuel exposure for all funds (AFM company wide) (345)

Coal exclusion policy (group wide coal mining exclusion policy) (191)

Coal divestment policy (AFM company wide) (131)

Controversial weapons avoidance policy (AFM company wide) (559)

Tobacco avoidance policy (AFM company wide) (204)

Fossil fuel exclusion policy (AFM company wide) (238)

Do not invest in companies with fossil fuel reserves (103)
Climate & Net Zero Transition

Encourage carbon / greenhouse gas reduction (AFM company wide) (727)

Net Zero commitment (AFM company wide) (586)

Carbon transition plan published (AFM company wide) (303)

Carbon offsetting - offset carbon as part of our net zero plan (AFM company wide) (339)

In-house carbon / GHG reduction policy (AFM company wide) (571)

Publish 'CEO owned' Climate Risk policy (AFM company wide) (312)

Net Zero - have set a Net Zero target date (AFM company wide) (492)

Voting policy includes net zero targets (AFM company wide) (285)

Committed to SBTi / Science Based Targets Initiative (214)

‘Forward Looking Climate Metrics’ published / ITR (AFM company wide) (184)

Carbon offsetting – do NOT offset carbon as part of net zero plan (AFM company wide) (154)

Working towards a ‘Net Zero’ commitment (AFM company wide) (490)
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