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SVM Asset Management Limited

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by


The SVM All Europe SRI Fund will not invest in companies operating in any of the following three industries: Tobacco, Pornography and Armaments.

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

The screening criteria for the SVM All Europe SRI Fund has never changed since its inception in 2006. However if it did we would communicate this to all clients as we would a change in fund objectives.

LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]

Please note that screening only applies to the SVM All Europe SRI Fund whereas ESG engagement applies to all funds under management.

LEI 06. Processes to ensure fund criteria are not breached (Private)