We have no written rules preventing us from researching any company, in any country or sector. The vast majority of companies fail our quality criteria but as bottom up investors, we don’t wish for any constraints on our investible universe.
Our Sustainable Funds Group (SFG) focus on long-term sustainable development as a key driver of the investment process. Their search for quality companies is heavily influenced by their thinking on the sustainable development challenges. The team invests in the shares of high quality companies that are well positioned to benefit from and contribute to the sustainable development of the countries in which they operate.
SFG portfolios invest in companies they believe are particularly well positioned to deliver long-term returns in the face of the development challenges facing all countries.
The team do not screen but they find it useful as a first step to classify potential investment opportunities into one of the three following categories:
Sustainable goods and services - Provide products and services that have a positive impact on society and the environment,
Responsible finance - Operate with trust and understand their license to operate
Required infrastructure - Providing the required infrastructure to support long-term sustainable development.