Currently twelve funds from eight different fund houses have adopted our Net-Zero Carbon target.
£10.4 billion AUMs
Managers Andrei Kiselev, Malcolm McPartlin
Size £303 million
Launch Date April 2016
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
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 Mark Sell, Marnie Uy
Size $37 million
Launch Date June 2014
The Fund allows you to take advantage of the long-term drivers of sustainable growth in both emerging and frontier markets. Incorporating Alquity’s award winning ESG process, the fund focuses on the next story of domestic development, resulting in a differentiated portfolio characterised by long term themes and quality management. 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
Launch Date April 2021
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 £1.31 billion (OEIC), $459.36 million (SICAV)
Launch Date August 1991
The Fund aims to provide capital growth over the long term (5 years or more) by investing 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 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 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 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.
Manager Andrew Jones
Size £723.8 million
Launch Date May 1995
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.
Managers Stuart Steven, Kenny Watson, Aitken Ross
Size £709 million
Launch Date February 2001
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 Charles Montanaro and Mark Rogers
Size £599 million
Launch Date April 2018
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
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 £449 million
Launch Date March 2007
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 £853 million
Launch Date July 2007
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 Triodos Investment Management
Size £7.5 million
Launch Date October 2020
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.
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.
Manager Ty Lee and Ted Franks
Size £1.1 billion
Launch Date May 2009
Objective The Fund focuses on the opportunities created by the transition to healthy, low carbon and sustainable economies. The investment team selects high-quality companies from nine broad themes with strong growth characteristics to create a globally diversified portfolio. We develop long-term relationships with company managements to promote the best environmental, social and economic outcomes.
You can read more about WHEB's approach to carbon-neutrality here.