A SUSTAINABLE
STRATEGY IN
5 STEPS

The ESG Fund (Environmental, Social and Governance) has a very clear approach: to deliver opportunities you want to invest in, while supporting a society you want to live in. Here’s how we make that happen.

SELECTING
THE BEST

WE DO THIS:

We select the best investment managers and rate them out of 5, based on their environmental, social and governance policies. Only managers ranking 4 or above are considered for the fund.

TO HELP ACHIEVE THIS:

A fund consisting of the best in class managers with the best responsible approach.

WE DO THIS:

We automatically exclude companies with involvement in controversial activity such as tobacco, land mines or cluster bombs.

TO HELP ACHIEVE THIS:

A fund that’s 100% committed to negative screening against disreputable industries.

EXCLUDING THE WORST

POSITIVE
TILTING

WE DO THIS:

We positively tilt the fund toward underlying companies with the highest ESG scores, and exclude the 15% lowest ranking firms and companies.

TO HELP ACHIEVE THIS:

A fund purposely overweighted to the most sustainable companies.

WE DO THIS:

We reduce the fund’s carbon emissions and carbon reserve exposure by 25% relative to the MSCI World Index benchmark.

TO HELP ACHIEVE THIS:

An investment with a low carbon footprint

DECARBONISATION

VALUE
ENHANCEMENT

WE DO THIS:

We work hands-on with companies, helping them develop and raise their environmental, social and governance rankings, as we know this enhances shareholder value. We use our voting rights to support this.

TO HELP ACHIEVE THIS:

An investment in strong sustainable companies, delivering strong financial returns.

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