The Funds:
We are delighted to introduce our Annual Sustainable Investment Report 2024, where we provide an overview of our investment philosophy and process while sharing insights and highlights from 2024.
| Sustainable Opportunities Balanced Fund |
Sustainable Opportunities Growth Fund |
|
| Positive investment themes | Clean Energy, Food, Health & Well-Being, Resource Efficiency & Water | |
| Key negative criteria | Adult Content, Alcohol, Armaments, Fossil Fuels, Gambling, Nuclear & Tobacco | |
| Investment objective | Capital Growth & Income | Capital Growth |
| Equity content | 60% to 75% | 75% to 95% |
| Benchmark | Investment Association 40%-85% Mixed Investment shares | Investment Association Global |
| Launch year | 2010 | 2022 |
Investing mainly in company shares, the Funds also include exposure to government bonds to help protect the portfolio and alternative assets like renewable energy infrastructure. High quality medium and large companies are favoured, to help reduce the volatility of returns that may occur when investing in smaller companies.
The Funds aim to support the development of sustainable societies by pursuing five environmental and social investment themes: Clean Energy, Food, Health & Well-Being, Resource Efficiency and Water, and always ensure that at least 70% is invested in Sustainable Assets.
We use the UN Sustainable Development Goals (SDGs) framework to assess the positive contribution that a company makes. At least 50% of its revenue generating activity must be aligned with one or more of the SDGs for a company to be considered a Sustainable Asset. Government bonds are recognised as Sustainable Assets when the issuing country meets certain criteria within the most recent Sustainable Development Solutions Network (SDSN) Sustainable Development Report.
With the year getting off to a tumultuous start, what did events such as President Trump’s Big Beautiful Bill mean for markets, and more specifically, the companies we hold in our Climate Assets Funds?
In this webinar, we discuss the Funds’ year to date performance and drivers of returns. We are joined by Utility & Insurance Analyst, Phil Ross, who will discuss macro events and how the sectors have responded, the impact in different regions and subsequent positive contributors to the Funds. Plus, an update on the Funds’ upcoming label and name change.
This financial promotion was approved by Quilter Cheviot Limited on 20 March 2025.
The value of your investments and the income from them can fall and you may not recover what you invested.
