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 | Multi Asset | 17/02/1992 | |
As at: 01/01/70 Contact: QIEthicalEquityFund@quiltercheviot.com |
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OverviewThe following screening processes are operated in respect of the Fund and are applied to ensure that its portfolio is shaped by both positive and negative criteria considered by the Manager to provide an ethical investment universe: (a) a negative screen which aims to exclude investment in companies which do not satisfy the Fund’s ethical criteria. The Fund does not invest in companies directly involved in tobacco, alcohol, gambling, armaments, pornography, nuclear power generation, banks, factory farming or animal testing. (b) a positive screen which focuses investment in companies which derive revenue from activities relating to one or more of five investment themes: Clean Energy; Food; Health & Wellbeing; Resource Efficiency; and Water. 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 / IFRS reporting requirement 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 & tar sands excluded Clean / renewable energy theme or focus Fossil fuel exploration exclusion – indirect involvement Fossil fuel exploration exclusion - direct involvement Arctic drilling exclusion Coal exclusion Social / EmploymentFavours companies with strong social policies Health & wellbeing policies or theme Ethical Values Led ExclusionsTobacco & 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 Product / Service 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% 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/Portfolio WorksSRI / ESG / Ethical policies explained on website Strictly screened ethical investment 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 ESG risk mitigation focus 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 Bespoke SRI / ESG portfolios available Intended for clients interested in sustainability Intended for clients interested in ethical issues Available via an ISA (OEIC only) Intended for vegetarians & / or vegans Multiple SRI / ESG portfolio options available Fund management company informationAbout The BusinessESG / SRI engagement (AFM companywide) Senior management KPIs include environmental goals (AFM companywide) Vulnerable client policy on website (AFM companywide) Vote all* shares at AGMs / EGMs (AFM companywide) Diversity, equality & inclusion engagement policy (AFM companywide) Responsible ownership / stewardship policy or strategy (AFM companywide) Integrates ESG factors into all / most research (AFM companywide) Responsible ownership policy for non SRI / sustainable options (AFM companywide) In-house diversity improvement programme (AFM companywide) Offer unstructured intermediary sustainable investment training Collaborations & AffiliationsPRI signatory UKSIF member UN Principles of Responsible Banking framework signatory (AFM companywide) ResourcesUse specialist ESG / SRI / sustainability research companies Employ specialist ESG / SRI / sustainability researchers In-house responsible ownership / voting expertise AccreditationsUK Stewardship Code signatory (AFM companywide) PRI A+ rated (AFM companywide) Engagement ApproachEngaging on responsible supply chain issues Regularly lead collaborative ESG initiatives (AFM companywide) Engaging on governance issues Engaging on human rights issues Engaging to encourage responsible mining practices Engaging on biodiversity / nature issues Engaging on diversity, equality & / or inclusion issues Engaging with fossil fuel companies on climate change Engaging to stop modern slavery Engaging on climate change issues Engaging to reduce plastics pollution / waste Engaging on the responsible use of AI Stewardship escalation policy Company Wide ExclusionsControversial weapons avoidance policy (AFM companywide) Climate & Net Zero TransitionCarbon transition plan published (AFM companywide) TransparencyPublish full voting record (AFM companywide) Publish responsible ownership / stewardship report (AFM companywide) Full stewardship / responsible ownership policy information on company website Sustainability transition plan publicly available (AFM companywide) |
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PolicyPlease refer to Investment Style section of the prospectus. |
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ProcessPlease refer to Investment Style section of the prospectus. |
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Resources, Affiliations & Corporate StrategiesThe Responsible Investment (RI) team leads our voting and engagement activity in conjunction with our research teams. The RI team is comprised of the Head of RI and five analysts. The team has overall responsibility for active ownership as well as strategic and regulatory developments. Quilter Cheviot introduced client RI preferences in 2022 and holdings, as well as investment strategies are aligned to these categorisations. The RI team has developed proprietary ESG dashboards for the companies and funds we invest in, and this informs our categorisation of holdings within our RI framework as well as our engagement activity. We use several different tools and processes to categorise holdings, these include:
Our RI activity focuses on three elements: stewardship, ESG integration and ESG screening, and we align our outcomes to the six commitments we undertake as a PRI signatory. We actively participate in collaborative forums with other investors to engage with investments, these are focused on our three mega themes of climate change, human rights and natural capital which are underpinned by our governance activity.
We play an active role in a number of industry groups and trade bodies including the TISA Responsible and Sustainable Investment Committee, IIGCC External Fund Manager Working Group, the Initiative for Responsible Mining Assurance (IRMA) and the Wealth Managers for Climate Action. Additionally, we are members of UKSIF and The Investment Forum. Our Head of Responsible Investment was part of the FCA’s DLAG (Disclosure and Labelling Advisory Group) and is now part of the FCA/PIMFA Advisers’ Sustainability Group. When we engage, we do so with a specific objective and are outcome oriented in line with our status as a signatory to the Stewardship Code. The outcome will take a number of different forms including:
Given finite resources, we consider materiality to be an important factor in determining our engagement targets. This is materiality in two contexts:
In terms of collaborative engagement activity, we join collaborations where we can actively contribute and believe our engagement outcomes will be amplified. In specific circumstances we may join collaborations in nascent topics where we are building expertise. We target forums that align with our thematic priorities and working groups for investments where we have a material holding. We avoid joining engagements without a defined objective. We have learned that focused engagements, be it with a company or a fund, are more constructive than a generalised discussion on multiple ESG related issues. The Head of Responsible Investment reports to the CEO of Quilter Cheviot and is a member of the Investment Oversight Committee (IOC) and the Product Governance Forum. The IOC receives monthly RI activity reports. Members of the RI team attend / are members of various investment committees including the UK and International Stock Selection committees. We use multiple data providers to enable our RI activity including ISS, MSCI. Sustainalytics, Ethical Screening, CDP, RepRisk and LSEG ESG. Please note we are a signatory to the PRI and the UK Stewardship Code as part of Quilter plc. |
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LiteratureLast amended: 15/07/24 04:18 |
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