Accelerating change for a better tomorrow

Real change requires a radical overhaul of the world economy. As a firm committed to building a sustainable world, we structure our investment research, company engagement, and macro stewardship activities around three key pillars: People, Earth and Climate. These represent what we believe to be the biggest sustainability challenges in the world today, namely social inequality, biodiversity loss and climate change.

Our Sustainable Transition range targets opportunities linked to the United Nations Sustainable Development Goals that support and accelerate the transition to a sustainable future towards a socially just, nature positive and net zero economy.

People

Social inequality in its multiple guises such as income, race and gender pose a systemic risk to society and the wider economy.

 

Climate

The scale and urgency of change needed to address climate change and ensure global greenhouse gas emissions are aligned with a 1.5 degrees Celsius pathway will impact every part of the global economy.

 

Earth

The risks associated with biodiversity loss and the erosion of nature are frequently overlooked by the market. This often results in the mispricing of companies with significant impacts or dependences on nature.

 

Please note each approach will differ in terms of its objective - please see below strategies in focus for more detail.

Strengths

Complex sustainability challenges cannot be addressed by investing in solutions alone. We believe a broader cross-section approach to transition is required to maximise long-term return while seeking a positive contribution in the transition to a more sustainable future for People, Climate and Earth.* Our proprietary approach to sustainable transition is applied consistently across asset classes and leverages the following key strengths: 

Backing transition

Proprietary approach across asset classes to identify opportunities that are best supporting and benefiting from the transition to a sustainable future.

Investing with purpose

Dual mandate aiming to deliver returns over the long term and support the sustainable transition.

Specialist teams

Sustainable analysts support portfolio managers** to identify opportunities, while leveraging expertise from  the broader sustainable investing team and investment platform.

*While our People, Climate and Earth pillars are strategy specific, all strategies in the range have an overarching theme of supporting sustainable transition.

**Beyond any binding constraints in the prospectus or IMA and Baseline Exclusions Policy, the investment manager retains discretion over decision making taking into account ESG risks alongside other factors.

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Key risks

Full information on specific risks and risk profiles of each of our funds please refer to the relevant Prospectus and the Key Investor Information Document (KIID).

Investment risk and currency risk

The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.

Equities risk

Equities can lose value rapidly, can remain at low prices indefinitely, and generally involve higher risks — especially market risk — than bonds or money market instruments. Bankruptcy or other financial restructuring can cause the issuer's equities to lose most or all of their value.

Counterparty risk

The Fund could lose money if an entity with which it does business becomes unwilling or is unable to meet its obligations to the Fund.

Emerging market risk

Investments can be made in emerging markets. These markets may be volatile and carry higher risk than developed markets.

Derivatives risk

Investments can be made in derivatives, which can be complex and highly volatile. Derivatives may not perform as expected, meaning significant losses may be incurred.

Specialist fund risk

Certain investments in the fund may be more susceptible to foreign government policies, including tax incentives and subsidies, as well as political support for certain environmental initiatives and developments. Under certain market conditions, the fund may underperform funds that invest in a broader array of shares in global companies, for example, funds that do not provide any screening of companies undertaking fossil fuel activities. 

Credit and interest rate risk

Bond values are affected by changes in interest rates and the bond issuer's creditworthiness. Bonds that offer the potential for a higher income typically have a greater risk of default.

Sustainability Risk

The level of sustainability risk may fluctuate depending on which investment opportunities the Investment Manager identifies. This means that the fund is exposed to sustainability risk which may impact the value of investments over the long term. 

Real estate risk

Investments in real estate may not be able to be sold, realised or liquidated when you want because real estate assets may not always be readily saleable. If this is the case, we may defer your request or instruction regarding your investment. Investors should also bear in mind that the valuation of real estate is generally a matter of valuers’ opinion rather than fact.

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