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Fund Name(s):
  • SJP Sustainable & Responsible Equity
Fund Name SRI Style Product Region Asset Type Launch Date
SJP Sustainable & Responsible Equity Sustainability Select Life Global Equity 02/11/1998

As at: 30/06/21

Overview

This life product is linked to the "SJP Sustainable & Responsible Equity"  fund. The following information refers to the primary (OIEC) fund

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Fund information

Policy

Objectives and investment policy

The fund aims to achieve capital appreciation over a period of five years by investing at least 70% worldwide in companies which demonstrate strong environmental, social and governance (ESG) credentials and are positioned to benefit from positive opportunities arising from the transition to a more sustainable global economy.

The fund is also permitted to invest in other types of transferable securities, UK and overseas fixed interest and index linked securities, units and/or shares in other collective investment schemes, money market instruments, deposits and cash and near cash instruments. They typically make a small amount of the fund’s assets. The fund is permitted to use 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 thematic analysis to identify quality companies with ESG  considerations.

For further details on the specific risks applicable to this fund please see the fund's prospectus

(Source: KIID, as at January 2024)

 

 

 

Process

Resources, Affiliations & Corporate Strategies

Literature

Last amended: 04/01/24 12:24

Important information

This report is for information purposes only and is intended to complement existing services used by UK based financial advisers only. sriServices is not authorised to give investment advice. The information on this site does not in any way constitute advice, recommendation or endorsement of any product or service. Investment decisions should not be based on this information alone. sriServices cannot be held in any way responsible for decisions made or advice offered as a result of using this site.

Whilst we take care to ensure information is as accurate as possible at time of publication we recommend you/financial advisers confirm specific fund details with fund providers. Please see www.sriServices.co.uk for additional information and for our contact details.

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04/29/2024