THE CLIMATE ASSETS FUND
The Climate Asset fund invests around the world with a focus on investment opportunities arising from the convergence of climate change, resource scarcity and population shifts.
The Quilter Cheviot Climate Assets Fund invests in companies that make a positive contribution to the world, with a strong underpinning of ethical values.
By investing in solutions to some of the world’s long-term challenges, investors can earn attractive returns from growing businesses involved in sustainability and environmental technologies. A growing population, rising middle class, and an increased need to clean up past pollution all provide strong tailwinds for the companies in the Quilter Cheviot Climate Assets Fund. You can learn more about the fund’s five themes in the articles below.
The Fund invests mainly in company shares but also includes exposure to government bonds to help protect the portfolio and alternative assets like renewable energy infrastructure. The fund favours high quality medium and large companies, helping to reduce the volatility of returns when compared to just investing in smaller companies.
The Fund has performed well over the long term – both in absolute terms and against its investment peer group. For more information on the fund performance, download the latest fund factsheet or contact an investment manager today.
The Climate Assets Fund also benefits from the work of Quilter Cheviot’s research team, which helps to identify new opportunities for investment and provides ongoing coverage of the investment in the Climate Assets Fund. The collaboration between Claudia, Caroline and the research team has helped to deliver strong performance since the launch of the fund.
Quilter Cheviot Climate Asset Fund
An introduction to The Quilter Cheviot Climate Assets Fund which has outperformed its peer group and has been in the top quartile over 1, 3 and 5 years.
Find out about investing in the Climate Assets Fund
How to invest in the Fund
To find out more about investing in the Climate Assets Fund, you can visit one of the platforms below. To invest directly with Quilter Cheviot, please complete the form above.
Meet the Climate Assets team
I have 20 years of experience in Sustainable, Ethical and Responsible Investment and 11 of those are with Quilter Cheviot where I have worked since 2009. I am the Lead Fund Manager of our award-winning sustainable investment strategy, the Climate Assets Fund. I also manage investment portfolios on behalf of private clients, pensions, trusts, offshore bonds and charities with a focus on sustainable investment.
My investment experience and qualifications have led me to be a Chartered member of the Chartered Institute for Securities & Investment. I hold an MBA from Cass Business School in London and a Chemical Engineering degree from the University of La Plata in Argentina. I currently sit on the International Equities Stock Selection Committee at Quilter Cheviot and I was shortlisted as the Wealth Manager of the Year at the Women in Finance Awards 2020.
I have over 16 years of experience in the private client industry and 14 of those are with Quilter Cheviot where I have worked since 2006. I manage private client portfolios (taxable accounts, ISAs and JISAs, trusts, SIPPs, small charities and offshore bonds) working with clients directly or alongside advisers. I am also Deputy Fund Manager for the award-winning Climate Assets Fund.
My investment qualifications and experience have led me to be a Fellow of the Chartered Institute for Securities & Investment (CISI). As a Chartered Accountant (FCA) I am also a Fellow of the ICAEW. I read Human Sciences at St. Hilda’s College, Oxford University graduating with a 2.1 in 1997 before starting my accountancy training at PricewaterhouseCoopers. In 2002 I also gained a Master’s degree (distinction) in Environmental Technology from Imperial College.
I joined Quilter Cheviot‘s internship programme in May 2018 and moved to work with Claudia Quiroz and Caroline Langley later that year. I am now been promoted to a Trainee Investment Manager and assist with the management of clients’ portfolios for private clients, pensions, trusts, charities and funds, including the Climate Assets and the Libero Balanced Funds. I also work with colleagues from across the business striving together to enhance the service we provide to our clients. I have completed the Investment Advice Diploma and I am currently studying for the CISI Chartered Wealth Management Qualification.
I joined Quilter Cheviot in 2017, initially with the Finance Team. In August 2020 I moved department to work closely with Claudia Quiroz and Caroline Langley assisting with the administration of their clients’ portfolios including personal accounts, private pensions, trusts, charities as well as the administration of our in-house funds. I completed my Investment Operations Certificate in 2018 and I am currently studying for my Diploma in Operational Risk. I am also a Suitability champion for our London office and I lead on our Thrive initiative which is to care for the wellbeing and mental health of all our employees. In 2020, I Won the Quilter Dependable award, these awards represent the core values of Quilter.
I joined Quilter Cheviot in August 2019 having worked in other investment companies since 2015. My role in the team is to assist with the administration of clients’ portfolios on behalf of private clients, pensions, trusts, charities and the award-winning Climate Assets and the Libero Balanced Funds. I studied BSc Psychology with Criminology at Middlesex University graduating with a 2:1 and completed the Investment Operations Certificate Module 1 in 2016. I am currently studying for the Investment Advice Diploma.