A differentiated portfolio focused on sustainable drivers of value creation
Investment Approach
Invests in companies with structural growth, competitive advantages and sustainable returns, identified through deep fundamental and sustainability research
Investment Opportunity
Exposure to companies providing sustainable solutions that are well placed to benefit from sustainable drivers of structural growth
Investment Universe
Liquid global sustainable equities
Target Return
Outperform (net of fees) MSCI ACWI over rolling 5 year periods
A concentrated high active share portfolio that can be used as a replacement for traditional core global equity allocation
A high conviction strategy providing exposure to structural growth from sustainable solutions
May offer a hedge to a portfolio’s existing carbon risk
Reduced exposure to negative externalities lowers sustainability risk
The portfolio invests in a relatively small number of individual holdings. This may mean wider fluctuations in value than more broadly invested portfolios.
Changes in the relative values of different currencies may adversely affect the value of investments and any related income.
These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.
The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company.
Investing in foreign securities may be subject to risks pertaining to overseas jurisdictions and markets, including (but not limited to) local liquidity, macroeconomic, political, tax, settlement risks and currency fluctuations.
Sustainable, impact or other sustainability-focused portfolios consider specific factors related to their strategies in assessing and selecting investments. As a result, they will exclude certain industries and companies that do not meet their criteria. This may result in their portfolios being substantially different from broader benchmarks or investment universes, which could in turn result in relative investment performance deviating significantly from the performance of the broader market.