Fund Name | SRI Style | Product | Region | Asset Type | Launch Date | |
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abrdn UK Sustainable and Responsible Investment Equity Fund (ASI) | Ethical | OEIC/Unit Trust | Global | Equity | 09/05/2006 | |
Fund Size: £38.90m Total screened & themed / SRI assets: £29131.00 Total Responsible Ownership assets: £29131.00 Total assets under management: £508407.00 As at: 30/06/22 |
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OverviewAwaiting update from fund manager - fund last updated October 2022
The Fund seeks long-term growth by investing in a diversified portfolio of UK companies. Equity selection will be undertaken on the basis of thorough fundamental company analysis. This includes the incorporation of environment, social and government (ESG) considerations. Where an investee company’s practices are considered to be lacking or deficient with regard to these criteria, the manager will encourage the company to adopt more responsible practices, as is stipulated in the equity investment process.
The Fund's equity investments can include equities and equity related securities that are issued by companies that are incorporated, or generate a significant part of their earnings, in the UK. |
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FiltersFund informationClimate Change & EnergyParis aligned fund strategy Social / EmploymentFavours companies with strong social policies Ethical Values Led ExclusionsTobacco and related product manufacturers excluded Armaments manufacturers avoided Alcohol production excluded Gambling avoidance policy Governance & ManagementGovernance policy Avoids companies with poor governance Encourage board diversity e.g. gender UN sanctions exclusion Fund GovernanceESG integration strategy Asset Size & MetricsOver 50% large cap companies Invests in small, mid and large cap companies How The Fund WorksNegative selection bias SRI / ESG / Ethical policies explained on website Intended Clients & Product OptionsAvailable via an ISA (OEIC only) Fund management company informationAbout The BusinessESG / SRI engagement (AFM company wide) Responsible ownership / stewardship policy or strategy (AFM company wide) Responsible ownership policy for non SRI funds (AFM company wide) Responsible ownership / ESG a key differentiator (AFM company wide) Diversity, equality & inclusion engagement policy (AFM company wide) Vote all* shares at AGMs / EGMs (AFM company wide) Integrates ESG factors into all / most fund research SDG aligned aims / objectives (AFM company wide) Senior management KPIs include environmental goals (AFM company wide) ResourcesIn-house responsible ownership / voting expertise Employ specialist ESG / SRI / sustainability researchers Use specialist ESG / SRI / sustainability research companies Collaborations & AffiliationsPRI signatory UKSIF member Climate Action 100+ or IIGCC member Fund EcoMarket partner GFANZ member (AFM company wide) TNFD forum member (AFM company wide) AccreditationsUK Stewardship Code signatory (AFM company wide) Engagement ApproachRegularly lead collaborative ESG initiatives (AFM company wide) Company Wide ExclusionsControversial weapons avoidance policy (AFM company wide) Tobacco avoidance policy (AFM company wide) Climate & Net Zero TransitionEncourage carbon / greenhouse gas reduction (AFM company wide) Carbon offsetting - offset carbon as part of our net zero plan (AFM company wide) In-house carbon / GHG reduction policy (AFM company wide) Net Zero - have set a Net Zero target date (AFM company wide) Voting policy includes net zero targets (AFM company wide) TransparencyPublish full voting record (AFM company wide) Publish responsible ownership / stewardship report (AFM company wide) Full SRI policy information on company website Paris Alignment plan publicly available (AFM company wide) Net Zero transition plan publicly available (AFM company wide) Sustainability transition plan publicly available (AFM company wide) |
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PolicyNegative screening The Fund applies negative exclusion criteria to avoid investing in companies involved in certain industries and activities. The Fund will avoid investment in companies involved in the activities listed below:
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Process |
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Resources, Affiliations & Corporate StrategiesInvestments Vector Sustainability Group:
Equity:
Multi-Asset:
Fixed Income:
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DialshifterOur organisation is helping to support the Paris Climate Agreement and the Race to Net Zero by… abrdn strongly supports the objectives of the Paris Agreement. We are committed to playing a constructive role in the decarbonisation of the global economy and serving the long-term interests of our clients. We have developed a business-wide approach to support the goals of the Paris Agreement based on five principles:
Further information on these principles and our approach to Paris alignment is available here: https://www.abrdn.com/docs?editionId=407977f9-165c-4edf-a894-13d005e4ac3f
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LiteratureLast amended: 06/03/24 11:57 |
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05/01/2024