100% active ownership
Active engagement with every single holding in the portfolio.

Active engagement with every single holding in the portfolio.

Impact by investing in companies to improve their contribution to the SDGs.

Attractive financial returns, by bringing together our strong track record on fundamental equity with our expertise on engagement.

Our new guide explains how the strategy buys some companies that others won't touch; how an active ownership specialist helps to pick the stocks; and why success with a company means it actually 'falls out of scope' by the strategy. We also explain how we have made a difference through the engagement journey with three companies in the semiconductor, animal health and medical appliances industry, and how they positively contribute to the UN SDGs as a result.

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The fund’s portfolio managers will explain how they choose stocks for the portfolio and engage with the companies. They will discuss some real engagement cases in detail to show how it can deliver both an impact and financial returns.