Fund EcoMarket
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- OMR Quilter Investors Ethical Equity Pn
| Fund Name | SRI Style | Product | Region | Asset Type | Launch Date |  |
|---|---|---|---|---|---|---|
| OMR Quilter Investors Ethical Equity Pn | Ethical Style | Pension | Global | Equity | 17/02/1992 | |
Total assets under management: £28100.00 As at: 31/03/24 Contact: QIEthicalEquityFund@quiltercheviot.com |
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OverviewThis Pension product is linked to the "Quilter Investors Ethical Equity" fund. The following information refers to the primary (OIEC) fund.
The fund is a long-only global equity portfolio with strict ethical investment exclusions and a focus on sustainable investment themes. Sustainable investment (SI), for the team at Quilter Cheviot, is the identification of companies around the world that provide solutions to the economic and environmental challenges of a cleaner and more efficient economy – delivering ‘more with less’ for a fast-growing population with a finite supply of resources, and within a carbon constrained environment.
The Fund does not invest in companies directly involved in tobacco, alcohol, gambling, armaments, pornography, nuclear power generation, banks, factory farming or animal testing. Due to the dual focus of the investment mandate, the Fund is suitable for both ethical and sustainable investors. |
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FiltersFund informationSustainability - GeneralCircular economy theme Encourage more sustainable practices through stewardship Transition focus Sustainability theme or focus Sustainable transport policy or theme Report against sustainability objectives UN Sustainable Development Goals (SDG) focus UN Global Compact linked exclusion policy Sustainability focus Sustainability policy Environmental - GeneralResource efficiency policy or theme Waste management policy or theme Limits exposure to carbon intensive industries Environmental policy Favours cleaner, greener companies Climate Change & EnergyClimate change / greenhouse gas emissions policy TCFD reporting requirement (Becoming IFRS) Invests in clean energy / renewables Energy efficiency theme Require net zero action plan from all/most companies Nuclear exclusion policy Encourage transition to low carbon through stewardship activity Fossil fuel reserves exclusion Coal, oil & / or gas majors excluded Fracking and tar sands excluded Clean / renewable energy theme or focus Fossil fuel exploration exclusion – indirect involvement Fossil fuel exploration exclusion - direct involvement Arctic drilling exclusion Social / EmploymentFavours companies with strong social policies Health & wellbeing policies or theme Ethical Values Led ExclusionsTobacco and related product manufacturers excluded Civilian firearms production exclusion Pornography avoidance policy Gambling avoidance policy Animal welfare policy Armaments manufacturers avoided Alcohol production excluded Human RightsOppressive regimes (not free or democratic) exclusion policy Child labour exclusion Human rights policy Modern slavery exclusion policy Meeting Peoples' Basic NeedsWater / sanitation policy or theme Plant based / smart food production theme Green infrastructure focus Invests > 5% in social bonds Healthcare / medical theme Responsible food production or agriculture theme Gilts & SovereignsInvests in sovereigns as an unscreened asset class Invests in gilts / government bonds Banking & FinancialsPredatory lending exclusion Exclude banks with significant fossil fuel investments Invests in insurers Exclude banks that finance fossil fuels extraction Governance & ManagementUN sanctions exclusion Encourage board diversity e.g. gender Avoids companies with poor governance Encourage higher ESG standards through stewardship activity Fund GovernanceESG integration strategy Asset SizeInvests mostly in large cap companies / assets Over 50% large cap companies Targeted Positive InvestmentsInvests > 5% in sustainable bonds Invests >25% of fund in environmental/social solutions companies Invests >50% of fund in environmental/social solutions companies Impact MethodologiesInvests in social solutions companies Invests in environmental solutions companies Over 50% in assets providing environmental or social ‘solutions’ How The Fund WorksSRI / ESG / Ethical policies explained on website Strictly screened ethical fund Data led strategy Positive selection bias Combines norms based exclusions with other SRI criteria Assets mapped to SDGs Negative selection bias Do not use stock / securities lending Different risk options of this strategy are available Combines ESG strategy with other SRI criteria Focus on ESG risk mitigation Unscreened Assets & CashAll assets (except cash) meet published sustainability criteria Assets typically aligned to sustainability objectives 70 - 79% Assets typically aligned to sustainability objectives 80 – 89% Intended Clients & Product OptionsPortfolio SRI / ESG options available (DFMs) Bespoke SRI / ESG portfolios available (DFMs) Intended for investors interested in sustainability Intended for clients interested in ethical issues Available via an ISA (OEIC only) Intended for vegetarians and / or vegans Multiple SRI / ESG portfolio options available (DFMs) Fund management company informationAbout The BusinessESG / SRI engagement (AFM company wide) Senior management KPIs include environmental goals (AFM company wide) Responsible ownership / ESG a key differentiator (AFM company wide) Vulnerable client policy on website (AFM company wide) Vote all* shares at AGMs / EGMs (AFM company wide) Diversity, equality & inclusion engagement policy (AFM company wide) Responsible ownership / stewardship policy or strategy (AFM company wide) Integrates ESG factors into all / most (AFM) fund research Collaborations & AffiliationsClimate Action 100+ or IIGCC member (under review) Investment Association (IA) member PRI signatory Fund EcoMarket partner ResourcesUse specialist ESG / SRI / sustainability research companies Employ specialist ESG / SRI / sustainability researchers In-house responsible ownership / voting expertise AccreditationsUK Stewardship Code signatory (AFM company wide) Engagement ApproachEngaging on responsible supply chain issues Engaging on labour / employment issues Regularly lead collaborative ESG initiatives (AFM company wide) Engaging on governance issues Engaging on human rights issues Engaging to encourage responsible mining practices Engaging on biodiversity / nature issues Engaging on diversity, equality and / or inclusion issues Engaging with fossil fuel companies on climate change Engaging to stop modern slavery Engaging on climate change issues Company Wide ExclusionsControversial weapons avoidance policy (AFM company wide) Climate & Net Zero TransitionIn-house carbon / GHG reduction policy (AFM company wide) Encourage carbon / greenhouse gas reduction (AFM company wide) ‘Forward Looking Climate Metrics’ published / ITR (AFM company wide) TransparencyPublish full voting record (AFM company wide) Publish responsible ownership / stewardship report (AFM company wide) Full SRI / responsible ownership policy information on company website |
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PolicyThe fund is a long-only global equity portfolio with a focus on sustainable investment themes and ethical investment exclusions. Sustainable investment (SI), for the team at Quilter Cheviot, is the identification of companies around the world that provide solutions to the economic and environmental challenges of a cleaner and more efficient economy – delivering ‘more with less’ for a fast-growing population with a finite supply of resources, and within a carbon constrained environment. The Fund does not invest in companies directly involved in tobacco, alcohol, gambling, armaments, pornography, nuclear power generation, banks, factory farming or animal testing. Due to the dual focus of the investment mandate, the Fund is suitable for both ethical and sustainable investors. |
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ProcessThe funds’ ethical screening is carried out by an independent third-party research specialist. The focus is on mid and large-cap equities, and we do not invest in blue-sky type/start-up companies. The strategy tends to focus on established business models and cash generative companies. Security selection is focused across four investment themes: Clean Energy, Food, Resource Efficiency and Water. The investment process is centralized, and final investment oversight is provided by the Chief Investment Officer. The fund managers leverage from the in-house investment expertise of investment committees and Research Analysts. Additional information can be found in our Annual Sustainability Report (link below). sustainable-investment-annual-report-march-2023.pdf (quiltercheviot.com) |
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Resources, Affiliations & Corporate StrategiesQuilter Cheviot has a dedicated responsible investment team of 7 who design and implement our approach to incorporating ESG factors and active ownership into the investment process. OS012544_QC_Responsible_Investment_Policy[8] Our Sustainable Investment team of 8 manages the dedicated investment strategy which includes the Climate Assets Funds. The team includes one dedicated Sustainable Investment Specialist who is responsible for the team’s sustainable investment process including framework for utilising UN Sustainable Development Goal Analysis. Management of the Funds is supported by inputs from a number of data and research providers, further detail on our investment process can be found in our Climate Assets Sustainable Investment Report. We are members either through Quilter plc, or in our own right of several formal or informal groups which may facilitate collaboration with other investors, including:
Our approach to Stewardship: |
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LiteratureLast amended: 15/07/24 03:18 |
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