Ethical equity/Ethical cautious managed funds:
The Ethical Equity and Ethical Cautious Managed Funds are known to apply some of the broadest and strictest client led exclusions in the UK market. The funds apply client led exclusions relating to: alcohol, gambling, tobacco, adult entertainment, animal welfare, the environment (including excluding fossil fuels), genetic modification, military, nuclear power, human rights, political donations, banks.
Global sustainable equity fund:
The Global Sustainable Equity Fund applies a similar exclusionary screen to our ethical funds at the start of the investment process but due to the significantly larger initial investment universe and the composition of that universe, this results in a smaller proportion of companies being screened out. However, in addition to the exclusions that the fund applies, we also undertake detailed sustainability analysis that reduces the investable universe further. The Global Sustainable Equity Fund applies absolute exclusions relating to: gambling, tobacco, adult entertainment, animal welfare, fossil fuels, genetic modification, military, nuclear power, human rights.