SJP Sustainable & Responsible Equity Pn
SRI Style:
Sustainable Style
SDR Labelling:
-
Product:
Pension
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
19/11/2018
Last Amended:
Dialshifter (
):
Fund Size:
£5435.46m
(as at: 31/12/2023)
ISIN:
GB0004435862, GB00BPYP9Z37
Sustainable, Responsible
&/or ESG Overview:
No response when requested information from fund manager - August 2023
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG 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 2025)
Literature
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
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|---|---|---|---|---|---|---|---|---|
SJP Sustainable & Responsible Equity Pn |
Sustainable Style | - | Pension | Global | Equity | 19/11/2018 | ||
|
Fund Size: £5435.46m (as at: 31/12/2023) ISIN: GB0004435862, GB00BPYP9Z37 |
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Sustainable, Responsible &/or ESG OverviewNo response when requested information from fund manager - August 2023 |
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Information received directly from Fund Manager |
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Please select what you would like to read:
Sustainable, Responsible &/or ESG 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 2025)
Literature |
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