Net-Zero Carbon Funds

Managers  Andrei Kiselev, Malcolm McPartlin 

Size £448 million

Launch Date April 2016

Objective 

The investment objective is to maximise total return (income plus capital) by investing directly in a diversified portfolio of global equity securities which meet the fund's predefined sustainability criteria. The fund is not constrained by any index weightings and will not concentrate on any particular sector. There are no currency or geographical limitations on the fund's investments. 

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 £33 million

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 Martin Todd, Ingrid Kukuljan, Henry Biddle

Size £23.1 million

Launch Date June 2021

Objective The Fund aims to increase the value of your investment over a rolling period of any five years whilst also having a reduced environmental footprint compared to the Benchmark and this is measured using carbon, water and waste metrics. The investment manager seeks to achieve its objective by investing in companies contributing to a more sustainable future. These companies are

selected based on the strength of their business model, how well they manage environmental, social and governance (“ESG”) factors and their broader benefit to people and

the planet. 

Managers Richard Clode, Alison Porter & Graeme Clark

Size £1.05 Billion (OEIC), $2.94 Billion (SICAV)

Launch Date October 1984

Objective 

The Fund aims to provide capital growth over the long term. Performance target: To outperform the MSCI ACWI Information Technology Index + MSCI ACWI Communication Services Index, after the deduction of charges, over any 5 year period. The Fund invests at least 90% of its assets in a concentrated portfolio of shares (also known as equities) of companies, of any size, which are technology-related or derive profits from technology, in any country. The portfolio may be concentrated in terms of its number of holdings and/or the size of its largest holdings. 

The Fund may also invest in other assets including cash. The investment manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently. The Fund is actively managed with reference to the MSCI ACWI Information Technology Index + MSCI ACWI Communication Services Index, which is broadly representative of the companies in which it may invest, as this forms the basis of the Fund's performance target. The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index. As an additional means of assessing the performance of the Fund, the IA Technology and Technology Innovations sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator

Manager Andrew Jones

Size £467.18 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, or deriving significant revenue from, the UK. The Fund will avoid investing in shares that the Investment Manager considers to potentially have a negative impact on the development of a sustainable global economy. The Fund may also hold cash and other shares. The investment manager may use derivatives (complex financial instruments) to reduce risk, to manage the Fund more efficiently, or to generate additional income for the Fund. 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. As an additional means of assessing the performance of the Fund, the IA UK Equity Income sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator. 

Manager Charles Montanaro and Mark Rogers 

Size £599 million

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 Mark Lacy, Alex Monk and Felix Odey 

Size £1.5 billion

Objective The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide that the manager believes are associated with the global transition towards lower-carbon sources of energy.  

A fossil fuel and nuclear-free global equity fund investing in companies that are leading the charge in clean energy.Schroder ISF Global Energy Transition is a high-conviction fund comprising 30-50 companies, diversified by geography and sectors, that targets long-term, sustainable capital growth underpinned by a theme that will run for the decades ahead. 

Manager Triodos Investment Management  

Size £853 million 

Launch Date July 2017

Objective   

Our approach to impact investing positively screens for companies that have a positive impact on society and the environment. We do that using seven sustainable transition themes, tracked against the United Nations Sustainable Development Goals. 

Manager J McTaggart  P Wylie and  D White

Size £3.83 million

Objective Walls & Futures REIT plc is an Ethical Housing investor and developer on a mission to address the unfulfilled demand for specialist supported housing in the UK.  We design, fund and develop specialist social housing which is let on Full Repairing and Insuring (FRI), inflation linked leases to local authorities, registered providers and charities.