Fund Name | SRI Style | Product | Region | Asset Type | Launch Date | |
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ARC Time Social Long Income Feeder Trust | Socially Focused | OEIC/Unit Trust | UK | Property | 18/05/2017 | |
Total assets under management: £2000.00 As at: 30/06/23 |
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OverviewThe aim of the Fund is to offer Shareholders a consistent income stream with some capital growth prospects through acquiring social infrastructure assets.
Social infrastructure assets are freehold or long-term leasehold property assets or other infrastructure assets which are let to providers of social services (such as those providing supported or assisted living, social housing, homes for the homeless, primary care, secondary care, high complex care or education) in the public and private sector. The assets targeted by the fund are typically let on long-term leases (with initial leasehold terms in excess of 15 years) and are expected to provide investors with a secure long term, inflation correlated income stream and capital growth, whilst generating a positive social impact. |
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FiltersFund informationSustainabilityEnvironmental policy Sustainability policy Sustainability focus UN Sustainable Development Goals (SDG) focus Climate Change & EnergyInvests in clean energy / renewables Clean / renewable energy theme or focus Energy efficiency theme Social / EmploymentSocial policy Health & wellbeing policies or theme Meeting Peoples' Basic NeedsInvests in social property (freehold) Banking & FinancialsPredatory lending exclusion Banking exclusion Exclude banks with significant fossil fuel investments Financial institutions exclusion Governance & ManagementGovernance policy Anti-bribery and corruption policy Digital / cyber security policy UN sanctions exclusion Fund GovernanceESG integration strategy ESG factors included in Assessment of Value (AoV) report How The Fund WorksPositive selection bias Significant harm exclusion Assets mapped to SDGs Impact MethodologiesAims to generate positive impacts (or 'outcomes') Measures positive impacts Positive social impact theme Labels & AccreditationsRSMR rated (OEIC funds only) Fund management company informationAbout The BusinessESG / SRI engagement (AFM company wide) Diversity, equality & inclusion engagement policy (AFM company wide) Boutique / specialist fund management company Integrates ESG factors into all / most fund research Collaborations & AffiliationsPRI signatory UKSIF member Company Wide ExclusionsCoal exclusion policy (group wide coal mining exclusion policy) Climate & Net Zero TransitionEncourage carbon / greenhouse gas reduction (AFM company wide) Voting policy includes net zero targets (AFM company wide) TransparencyFull SRI policy information available on request Sustainability transition plan publicly available (AFM company wide) |
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PolicyAs above, the Fund invests in social infrastructure assets within sectors such social housing, healthcare and education. The assets it holds are directly held freehold or leasehold properties, and are let to tenants that provide services in these sectors. UK only.
As part of the investment process the Fund focuses on the above aim, and looks to invest in properties that will be in demand and be able to supply the relevant services for a long period of time. Therefore the Fund focuses on sectors where there are positive long term demand/supply dynamics, and invest in properties that are fit for purpose over that period and provide the tenants with the facilities to support them in providing the best outcomes for the relevant individuals.
Because of this approach the Fund contributes to a number of UN SDGs via its assets and creates social value which can be measured.
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Process
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Resources, Affiliations & Corporate StrategiesChief Investment Officer & Head of Sustainability has overall responsibility for ESG integration and is in the process of hiring additional staff.
We are members of UKSIF, UN Compact, UN PRI |
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LiteratureLast amended: 04/01/24 06:48 |
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05/05/2024