Net-Zero Carbon Funds

Managers  Mike Sell

Size $43 million

Launch Date January 2015

Objective 

 The Fund invites investors to explore the real emerging Asia, as we convert the continent’s structural growth into revenue growth. Macro and micro long-term themes form our Asia Fund’s focus, primarily current trends of urbanisation and demographics. Also included in the Fund is access to the exciting frontier markets of ‘New Asia’ such as Vietnam and Bangladesh, further diversifying and adding to this ESG-based, differentiated portfolio. In addition, 10% of the fund revenues are donated to transforming lives where the fund invests. 

Managers  Craig Bonthron, Neil Goddin, Jonathan Parson, Ryan Smith

Size TBC

Launch Date April 2021

Objective 

The fund aims to grow capital over a five year period by investing in companies which meet the investment team’s criteria for positive environmental and/or social impact. The team believes that companies which have a combination of disruptive positive impact, favourable strategic positioning, an emerging competitive advantage and improving operational quality are more likely to deliver significant economic returns for investors. 

The Fund invests at least 80% of its assets in shares (also known as equities) of companies, of any size, in any industry, in any country. The fund excludes investment in a range of activities which are considered to have a negative impact on the environment and/or society.

Manager Andrew Jones

Size £723.8 million

Launch Date May 1995

Objective

The Fund aims to provide an income with the potential for capital growth over the long term (5 years or more). The Fund invests at least 80% of its assets in shares (also known as equities) of companies, of any size, in the UK. Companies will be incorporated, headquartered, listed on an exchange in, or deriving significant revenue from, the UK. The Fund is actively managed with reference to the FTSE All Share Index, which is broadly representative of the companies in which it may invest, as this can provide a useful comparator for assessing the Fund's performance. The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index, but at times the Fund may hold investments similar to the index.  

Manager  Charles Montanaro and Mark Rogers

Size £599 million

Launch Date April 2018

Objective 

The Fund will seek to invest in high quality companies whose products, services or behaviour are deemed to make a positive impact on society and which emphasise sound environmental, social and governance (ESG) practices. In particular, the Investment Manager will seek to identify profitable and well managed businesses operating in markets that offer attractive structural growth opportunities. The Fund may not invest in companies with material revenue exposure to the manufacturing or supply of weapons, tobacco, gambling, adult entertainment, alcohol, exploration and production oil & coal companies, or any other areas deemed not to meet the Investment Manager’s ethical standards.  

Manager Triodos Investment Management 

Size £449 million

Launch Date March 2007

Objective 

Triodos Pioneer Impact Fund aims to generate positive impact and competitive financial returns from a concentrated portfolio of small- and mid-cap companies pioneering the transition to a sustainable society

Manager Triodos Investment Management 

Size £7.5 million

Launch Date October 2020

Objective 

 Triodos Sterling Bond Impact Fund aims to generate positive impact and stable income from a concentrated portfolio of investment-grade, pounds sterling denominated bonds issued by listed companies, semi-public institutions and UK gilts. We select issuers and projects for their contribution to our seven sustainable transition themes. Additionally, the issuers we invest in must comply with the Triodos strict minimum standards.