Sustainable Investment (ESG ISA)
We believe in offering a sustainable product that invests in companies striving to have a positive impact on the world.
The fund prioritises its investments towards companies that show good practice in 3 areas – Environmental, Social and Governance. Because of the size of the funds under management, this is a positive way to influence companies to improve their ESG behaviours. It invests in equities, mainly large companies in a variety of countries and sectors, including Communications and Technology, Consumer, Industrials, Financial Services and Commodities.
Sustainability investment labels help investors find products that have a specific sustainability goal. Whilst this product does have certain environmental and/or social characteristics as described in the investment policy and strategy, it currently does not meet all of the qualifying criteria for an investment label under the Sustainability Disclosure Requirements. Therefore, this product does not have a UK sustainability investment label.
How does it work?
Each firm is given an ESG score, based on the following factors:
Environmental
issues relating to our planet, such as climate change, carbon footprint, deforestation, resource usage and recycling.
Social
focuses on companies having the right culture including treating all workers fairly regardless of gender, race, ethnicity, sexual orientation etc.
Governance
involves ensuring that companies are run properly, balancing the needs of shareholders, all employees, customers and the local community.
It does not invest in companies whose only activity is coal mining, manufacturers of controversial weapons, or perennial offenders of the UN Global Compact.