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2025 Sustainable Investment Report

Our annual Sustainable Investment Report for 2025 is now available for you to download

This report marks an important milestone for our Funds, following the achievement of the FCA’s Sustainability Focus label and our renaming to Sustainable Opportunities last year. It sets out our long‑standing sustainable investment philosophy and demonstrates how our approach continues to evolve.

The report provides insight into some of the most pressing sustainability challenges of our time and highlights the role of our five core investment themes: Clean Energy, Food, Health & Well‑Being, Resource Efficiency and Water. As always, our analysis is framed using the UN Sustainable Development Goals, which remain a valuable tool for assessing and understanding companies’ sustainable activities.

You will also find key perspectives from the team, including a market and performance review, alongside an overview of our engagement and stewardship activity.

Prior to 8 September 2025, the Sustainable Opportunities Funds were named the Climate Assets Funds.

The value of your investments and the income from them can fall and you may not recover what you invested.