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Fund Name(s):
  • RLP Sustainable Leaders Pn
Fund Name SRI Style Product Region Asset Type Launch Date
RLP Sustainable Leaders Pn Sustainability Select Pension UK Equity 01/11/1999

As at: 31/12/23

Overview

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Fund information

Policy

Investment Process

The investments picked for this fund are chosen because they have a net positive benefit on society either through their products and services they offer or in the way they conduct their business. This means the fund will not invest in all areas of the market. At least 80% of the Fund’s investments are in the shares of UK companies. Up to 20% of the fund can be invested in shares in overseas companies. Simple avoidance means that the fund does not invest in companies whose core activities include the production of nuclear power, manufacture of armaments or animal testing for non-medical purposes. The system of scoring assesses companies according to specific criteria. This is intended to provide a balance between positive and negative factors, and allow the fund to identify the best companies in their sector.

 

(Source: Factsheet, as at January 2024)

Process

Resources, Affiliations & Corporate Strategies

Literature

Last amended: 06/01/24 04:13

Important information

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05/03/2024