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(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

LGS has invested in several environmentally and socially themed funds across listed equities, property, private equity and infrastructure. These are all managed by external fund managers.

The environmentally and socially themed investments must meet all standard return and diligence thresholds. There is no question of trading off environmental or social return against financial return. Overall, LGS' environmentally and socially themed investments are fulfilling their investment objectives and have performed satisfactorily.

While the overall investment strategy is determined in house by LGS, external managers undertake on-going stock selection and portfolio management.