Sustainability

Creating a sustainable future

We recognise that, increasingly, customers and clients are looking to align their investments with their environmental and social values and have a range of Planet+ funds with the potential to help meet this need.

Our range of Planet+ funds will seek to deliver an ESG objective or ESG-related outcome, or are managed in accordance with ESG criteria applied within the Investment Strategy. These funds also have a minimum set of exclusions, beyond cluster munitions and anti-personnel landmines, which are:

  • companies involved in controversial weapons industry
  • companies deemed to be in breach of the United Nations Global Compact Principles on human rights, labour, the environment and anti-corruption
  • companies involved in tobacco (production, trading and distribution)*
  • adult entertainment (production and those deriving revenue from that business)*
  • companies providing gambling services*

*Thresholds apply - max revenue of 5% from producers and max revenues of 10% from distributors

Planet+ fund range at a glance:

Impact:

Funds aim to invest in companies that deliver material, measurable positive societal impacts by addressing the world's major social and environmental challenges, while seeking to generate competitive economic returns.

Impact Financing
Positive Impact
Climate Solutions

Sustainable:

Funds are those where the investment universe is driven by sustainability themed considerations, which might include climate change mitigation, pollution prevention, sustainability solutions and approaches that address one or more of the UN Sustainable Development Goals (SDGs)

Sustainable Allocation

ESG+:

Funds may take a best in class approach, or include additional exclusions.

Global High Yield ESG
Emerging Markets Corporate Bond ESG
Global Select
Pan European Select Fund
ESG Global Loans

 

Planet+

Investing for a more positive future.


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