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.
While we continue to integrate ESG within all our propositions, our Planet+ range of funds is designed to deliver on our ambition to help fix the planet, one investment at a time.
The range includes our impact funds, sustainable funds and ESG+ funds. These funds will seek to deliver ESG, Sustainable or Impact objectives and outcomes in addition to their financial objectives. As a minimum, all funds in the Planet + range apply an agreed set of exclusions:
*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: