Positive Change Q2 investment update

Investment manager Thaiha Nguyen discusses portfolio changes, opportunities and challenges.

Japanese Smaller Companies and Shin Nippon’s performance, portfolio positioning and the region’s attractions for growth investors.

Gary Robinson explores the trust’s strategic shifts and generative AI's transformative impact.

The Positive Change Fund invests in companies for whom delivering a positive change by contributing towards a more sustainable and inclusive world is core to their business, rather than simply looking to filter out firms that are perceived to cause harm.

The Worldwide Positive Change Fund aims to produce capital growth over the long term by investing primarily in the equities of companies whose products, behaviour or services make a positive social impact.