ESG Screening

How do we screen the fund?

We screen the fund for Environmental, Social and Governance (ESG) factors. ESG screening is, in essence, helping to ensure your investments do no harm. To be considered for the portfolio, they must meet certain standards in terms of the environment, society and governance. We only invest in companies, governments or entities that contribute towards a more sustainable future for society and the planet.

Step 1

Focusing on a range of assets, mainly bonds and company shares, from around the world, we select the assets where we see value and then exclude companies assessed to be in breach of the UNs Global Compact principles on human rights, labour, the environment and anti-corruption.

Step 2

We exclude companies that are producers of, or provide services in, controversial products such as gambling, tobacco, adult entertainment, alcohol, controversial weapons and thermal coal.

Step 3

We aim to identify the key ESG risks within each sector and consider how each company is positioned against them. We want to invest in companies and governments that we believe meet preferred standards of ESG behaviour.

Understanding sustainable multi asset investing

The value of any fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

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