Multi-thematic funds

L94 CT Responsible Global Equity (GBP)

The objective is to provide long-term capital growth.

The Manager seeks to achieve this by investing mainly in global equities (ordinary shares in companies from anywhere in the world). The Manager invests only in assets which meet the fund's ethical screening criteria. The ethical screening applied to the fund means that a number of the largest companies are screened out on ethical grounds. Investment is concentrated in companies in any market whose products and operations are considered to be making a positive contribution to society and seeks to avoid companies which, on balance, do particular harm (including those involved in the sale of armaments) or operate irresponsibly (for example with regard to the environment or human rights).
 

L95 JPM Global Sustainable Equity (USD)

To provide long-term capital growth by investing primarily in global Sustainable Companies or companies that demonstrate improving sustainable characteristics. Sustainable Companies are those that the Investment Manager believes to have effective governance and superior management of environmental and social issues (sustainable characteristics).

At least 67% of the fund assets invested in equities of Sustainable Companies or companies that demonstrate improving sustainable characteristics anywhere in the world, including emerging markets. The fund integrates ESG aspects to identify companies with a strong or improving sustainability characteristics, with a Best-In-Class approach, and systematically includes ESG analysis in its investment decisions on at least 90% of securities purchased. The fund is actively managed and uses a fundamental bottom-up stock selection process, and the investment process is built on stock level analysis by a global research team.