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 Hamish Chamberlayne

Size £1.87 billion (OEIC), $1.08 billion (SICAV) $30.74 US Mutal 

Launch Date August 1991

Objective

The Fund aims to provide 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 any industry, in any country. The Fund will invest in companies whose products and services are considered by the investment manager as contributing to positive environmental or social change and thereby have an impact on the development of a sustainable global economy. The Fund will avoid investing in companies that the investment manager considers to potentially have a negative impact on the development of a sustainable global economy. 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 World 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 Global sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.

Manager Richard Clode, Alison Porter and Graeme Clark

Size £8.44 million (OEIC), $21.87 million (SICAV)

Launch Date August 2021

Objective 

The Fund aims to provide capital growth over the long term (5 years or more) by investing in technology-related companies that contribute to the development of a sustainable global economy. The Fund invests at least 90% of its assets in shares (also known as equities) of technology-related companies, of any size, in any country, whose products and services are considered by the Investment Manager as contributing to positive environmental or social change, thereby having an impact on the development of a sustainable global economy. The Fund’s investment universe is defined by technology and technology-related companies that derive at least 50% of their current or future expected revenues from the sustainable technology themes identified by the Investment Manager. The Fund will avoid investing in companies that the Investment Manager considers could contribute to significant environmental or societal harm. The Fund may also invest in other assets including Collective Investment Schemes (including those managed by Janus Henderson) and 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, 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 Technology and Technology Innovations sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.  

Managers  Stuart Steven, Kenny Watson, Aitken Ross 

Size £709 million

Launch Date February 2001

Objective 

The Fund aims to deliver income with capital growth over the long term (5 years or more) through using the Sustainable Future investment process. At least 80% of the Fund is invested in investment grade corporate bonds that are sterling denominated or hedged back to sterling. The Fund can also invest in government bonds and other fixed income securities.  The Sustainable Future process is designed to enable the fund managers to select bonds that they believe will generate superior investment performance. The process focuses on high-quality issues and the managers believe this can enable them to reduce bond specific risk. The process uses ESG, credit and macro-economic analysis to find high-quality companies. 

 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.