1. Objective

    The Fund invests in sustainable growth companies. It mitigates Environmental, Social and Governance (ESG) risks by applying 'sin sector' exclusions, and then seeks to identify ESG opportunities by focusing on companies which our research suggests are a net benefit to society, which balance the interests of all stakeholders, and which exhibit a responsible culture. The Portfolio Construction Group (PCG) is made up of six experienced investors and two senior Governance and Sustainability specialists, supported by one further dedicated Governance and Sustainability analyst. The PCG provides challenge, context and comparison when building a concentrated portfolio of 70-100 stocks.

    The manager believes this is an appropriate benchmark given the investment policy of the Fund and the approach taken by the manager when investing. In addition, the manager believes an appropriate performance comparison for this Fund is the Investment Association Global Sector.

    The value of investments and any income from them may go down as well as up and you or your client may not get back the amount originally invested.
  2. How we invest

    Global Stewardship aims to invest in support of a successful, sustainable society. We seek long-term growth through responsible businesses and we seek to engage with those businesses to enhance their positive contribution over time. Our aim is to deliver superior returns from a portfolio our clients can be proud of.

  3. Meet the Team

  4. Actual investors help shape the new world. Not shore up the old one.
    Find out more
  5. Reflection of a crane
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    Our purpose as sustainable growth investors is to integrate ESG and investment with an unashamedly optimistic mindset.