SJP Sustainable & Responsible Equity Fund
SRI Style:
Sustainable Style
SDR Labelling:
Sustainability Focus label
Product:
OEIC
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
06/04/1999
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£4352.26m
(as at: 30/09/2025)
ISIN:
GB0006074891, GB0006126766, GB00BMT89899, GB00BMT89907
Sustainable, Responsible
&/or ESG Overview:
No response when requested information from fund manager - March 2024
Primary fund last amended:
Information directly from fund manager.
Fund Filters
Labels & Accreditations
Find options that have chosen to adopt one of the Financial Conduct Authority (FCA) SDR labels. Please note: there are a range of reasons why potentially relevant options may not use an SDR label eg. adopting a label may be work in progress, the manager may not yet be allowed to do so because of the product type, a manager may feel they are insufficiently aligned to SDR requirements.
Sustainable, Responsible &/or ESG Policy:
Objectives and investment policy
The investment objective of the fund is to achieve capital growth over a term of 5 years or more by investing in companies which the investment adviser deems to be sustainable. These are companies that, through the way they are managed and/or the goods and services that they sell, make a positive contribution to the planet and/or people.
The fund selects investments in alignment with the requirements of the UK Sustainability Disclosure Requirements (SDR) Sustainability Focus label. At least 70% of the gross value of the fund's assets will be invested in equities categorised as environmentally or socially sustainable investments.
By selecting assets that meet the investment adviser’s sustainability criteria, the fund aims to direct the flow of capital to companies that, through the way they are managed and/or the goods and services that they sell, make a positive contribution to: Planet (the environment); and/or People (society).
The investment adviser will review sustainability according to certain criteria (detailed in the ‘Sustainability Criteria’ section of the Prospectus).
The fund will invest, at the investment adviser’s discretion, in global equities, global fixed interest and index linked securities. The fund is also permitted to invest in other types of transferable securities, units and/or shares in other collective investment schemes, money market instruments, deposits, cash and near cash. The fund is permitted to make limited use of 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 ESG analysis to identify value & growth opportunities in companies that demonstrate strong sustainability characteristics.
(Source: KIID, as at January 2026)
Literature
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
SJP Sustainable & Responsible Equity Fund |
Sustainable Style | Sustainability Focus label | OEIC | Global | Equity | 06/04/1999 | ||
|
Fund/Portfolio Size: £4352.26m (as at: 30/09/2025) ISIN: GB0006074891, GB0006126766, GB00BMT89899, GB00BMT89907 |
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Sustainable, Responsible &/or ESG OverviewNo response when requested information from fund manager - March 2024 |
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Information received directly from Fund Manager |
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Fund FiltersLabels & Accreditations
SDR Labelled
Find options that have chosen to adopt one of the Financial Conduct Authority (FCA) SDR labels. Please note: there are a range of reasons why potentially relevant options may not use an SDR label eg. adopting a label may be work in progress, the manager may not yet be allowed to do so because of the product type, a manager may feel they are insufficiently aligned to SDR requirements. Sustainable, Responsible &/or ESG Policy:Objectives and investment policy The investment objective of the fund is to achieve capital growth over a term of 5 years or more by investing in companies which the investment adviser deems to be sustainable. These are companies that, through the way they are managed and/or the goods and services that they sell, make a positive contribution to the planet and/or people. The fund selects investments in alignment with the requirements of the UK Sustainability Disclosure Requirements (SDR) Sustainability Focus label. At least 70% of the gross value of the fund's assets will be invested in equities categorised as environmentally or socially sustainable investments. The investment adviser will review sustainability according to certain criteria (detailed in the ‘Sustainability Criteria’ section of the Prospectus). The fund will invest, at the investment adviser’s discretion, in global equities, global fixed interest and index linked securities. The fund is also permitted to invest in other types of transferable securities, units and/or shares in other collective investment schemes, money market instruments, deposits, cash and near cash. The fund is permitted to make limited use of 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 ESG analysis to identify value & growth opportunities in companies that demonstrate strong sustainability characteristics. (Source: KIID, as at January 2026) Literature |
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