The fund was launched in the mid-eighties and has developed over time. The managers have run the UK Growth Fund since November 2017, and recently taken on this fund. The strategy is to encourage the positive. It actively looks to invest in those companies that are involved in products and services that aid environmental sustainability, including mitigating climate change. It also looks for those companies whose products and services have an emphasis on improving individuals’ basic standard of living. On the other side it will avoid those companies with a negative social and environmental effect.
The managers look to invest in high quality companies but at the same time they don’t want to overpay for these. It is a multi-cap fund where the large cap provides liquidity and a cushion when mid and small cap are out of favour. They look to avoid the macro noise but focus on the stocks which is where their skill lies….read more