Sustainable Growth Q3 investment update

The Sustainable Growth Fund invests in sustainable growth companies. It mitigates environmental, social and governance (ESG) risks by applying 'sin sector' exclusions. It then seeks to identify ESG opportunities by focusing on companies that our research suggests are a net benefit to society, which balance the interests of all stakeholders, and which exhibit a responsible culture.

The Worldwide Sustainable Growth Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide and meet environmental, social and governance criteria and demonstrate good stewardship. The Fund excludes companies from certain industries and companies which are inconsistent with the United Nations Global Compact Principles for Business.

To produce capital growth over the long term by investing primarily in global equities. Performance will be measured against the MSCI ACWI Index.

Seeking out those rare firms that are sustainable in both senses: enduring growth that delivers enduring good.