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Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments, we believe the Wealth 50
is a good place to start.
View funds on the Wealth 50 »
The fund aims to provide investors with long-term capital growth, primarily through investment in the equity securities of companies throughout the world, which maintain sustainable characteristics. The fund may also invest in companies which demonstrate improving sustainable characteristics. Sustainable companies are those which the Investment Manager believes to have effective governance and superior management of environmental and social issues (sustainable characteristics). The Investment Manager may use data from proprietary models, local intelligence, undertake company visits and data provided by external ESG score providers to form an assessment of their sustainable characteristics. The Investment Manager may also invest in companies which are making significant developments to reflect sustainable characteristics in their corporate strategy.