Prototype Sustainable Fund
The Fund aims to deliver capital growth over the long term (5 years or more) using our Sustainable Future investment process to invest in companies globally. This process uses a thematic approach to identify key structural growth trends and invest in well run companies whose products and operations capitalise on these transformative changes.
The Morningstar Sustainability Rating™ is a measure of how well the companies held by a fund are managing their ESG risks and opportunities when compared with similar funds. Morningstar use company-level ESG data from Morningstar Sustainalytics, a leading provider of ESG ratings and research, to calculate the rating. All funds with at least 67% of their assets in firms that have been assigned company or country level ESG ratings by Sustainalytics will receive a rating.
An MSCI ESG Rating is designed to measure a company’s resilience to industry material environmental, social and governance (ESG) risks and opportunities. They use a rules-based methodology to identify industry leaders and laggards according to their exposure to ESG risks and opportunities and how well they manage those risks and opportunities relative to peers.Relevant UN SDGs
The United Nations Sustainable Development Goals (SDGs) are a global framework for action to solve the most urgent needs of society and the environment.
This fund is aligned to:
We have categorised all 17 SDGs into 3 groups.
Group 1
Climate and Planet
Climate & Planet
Fund's Exposure to Primary SDGs
This shows the % of the fund which is made up of firms whose revenues are aligned to these SDGs.
Climate & Planet
Engagement is the means by which investors, shareholders and fund managers express opinions and influence companies’ decisions. When you own a share in a company, you own a small part of a business. That means you get certain rights including having a say on how the company's run. You can attend shareholder meetings and vote on management's proposals. Fund managers often have greater stakes in companies. It means they can have a bigger say on a range of issues – from strategy and operational performance, to executive pay. They can also influence companies to adopt better Environmental, Social and Governance practices.
The first Group of SDGs relates to Climate and Planet. The SDGs shown here are those which this fund aligns to, and which fall into the Climate and Planet category.
We define alignment based on what companies do – the products and services they provide – rather than how they behave operationally. We seek to invest in companies which make revenues from specific goods and services that contribute to one or more of the UN’s SDGs.
This metric is used to understand and compare water intensity. It measures how many thousands of cubic metres of fresh water are used per $1 million revenue made by the companies held in this fund, and shows its benchmark by way of comparison.
Source: Impact Cubed
This metric is used to understand and compare carbon intensity. It measures how many tonnes of carbon dioxide are generated per $1 million revenue made by the companies held in this fund, and shows its benchmark by way of comparison.
Source: Impact Cubed
Climate & Planet
Green revenues
FTSE Russell’s Green Revenues data model measures the green revenue exposure of more than 16,000 securities across 48 developed and emerging markets
Source: FTSE Russell
Group 2
Social Equality
Social Equality
Engagement is the means by which investors, shareholders and fund managers express opinions and influence companies’ decisions. When you own a share in a company, you own a small part of a business. That means you get certain rights including having a say on how the company's run. You can attend shareholder meetings and vote on management's proposals. Fund managers often have greater stakes in companies. It means they can have a bigger say on a range of issues – from strategy and operational performance, to executive pay. They can also influence companies to adopt better Environmental, Social and Governance practices.
The second Group of SDGs relates to Social Equality. The SDGs shown here are those which this fund aligns to, and which fall into the Social Equality category.
We define alignment based on what companies do – the products and services they provide – rather than how they behave operationally. We seek to invest in companies which make revenues from specific goods and services that contribute to one or more of the UN’s SDGs.
Social Equality
Fund's Exposure to Primary SDGs
This shows the % of the fund which is made up of firms whose revenues are aligned to these SDGs.
The UN’s Global Compact is the world’s largest corporate sustainability initiative - a call to companies to align strategies and operations with universal principles on human rights, labour, environment and anti-corruption, and take actions that advance societal goals.
The independent group ShareAction records how fund managers vote. This data is for the 2021 calendar year and shows our track record against the top 5 fund managers by assets in the UK.
Group 3
Economic Sustainability
Economic Sustainability
Fund's Exposure to Primary SDGs
This shows the % of the fund which is made up of firms whose revenues are aligned to these SDGs.
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The third Group of SDGs relates to Economic Sustainability. The SDGs shown here are those which this fund aligns to, and which fall into the Economic Sustainability category.
We define alignment based on what companies do – the products and services they provide – rather than how they behave operationally. We seek to invest in companies which make revenues from specific goods and services that contribute to one or more of the UN’s SDGs.
Economic Sustainability
An MSCI ESG Rating is designed to measure a company’s resilience to industry material environmental, social and governance (ESG) risks and opportunities. They use a rules-based methodology to identify industry leaders and laggards according to their exposure to ESG risks and opportunities and how well they manage those risks and opportunities relative to peers.
Example Holdings
