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 ESG, Sustainable or Impact objectives and outcomes in addition to their financial objectives. These funds also have a minimum set of exclusions, beyond cluster munitions and anti-personnel landmines, which are:
*Thresholds apply - max revenue of 5% from producers and max revenues of 10% from distributors
The value and income from a fund’s assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
One or more elements may apply: