Responsible Global Equity Income Strategy Update

Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.

Sustainable Income Fund manager Steven Hay addresses three big questions facing today’s cohort of income investors.

Investors reflect on the Managed Fund’s track record, recent performance and why they remain optimistic.

The Responsible Global Equity Income Fund aims to achieve (after deduction of costs) growth in both income and capital over rolling five-year periods, while delivering a yield higher than that of the MSCI ACWI Index, over the longer term by investing responsibly.

The Fund aims to achieve a higher level of income than global equities whilst, over the longer term, achieving growth in both income and capital by investing primarily in shares of companies anywhere in the world which meet the relevant environmental, social and governance criteria and will exclude companies from certain industries and companies which are inconsistent with the principles of United Nations Global Compact for Business.