Balancing financial performance and ethical investment
- The information on this page is only suitable for financial professionals.
- Past performance is no indication of future returns and investors could get back less than they pay in.
- There’s no guarantee that models or funds will meet their objectives.
- The value of investments can go down as well as up.
Our ethical, sustainable and ESG solutions have two objectives:
- to grow capital over the medium to long term, making sure the risk and return profile of each Risk Grade remains in line with our risk framework.
- to achieve the particular ethical, sustainable or ESG mandate for the solution.
Our underlying fund managers will consider issues such as climate change, water scarcity, inequality and gender diversity when selecting companies to invest in. However, financial considerations are a key factor. Our solutions invest in large, listed companies and not everyone will agree with all the underlying holdings from an ethical, sustainable and ESG perspective.
We strongly believe that markets have a really important role to play in helping tackle key sustainability issues, but the companies we invest in are not 100% focused on solving these issues and are aiming to deliver financial performance.
Please take a look at our Quarterly Solution Reports for the latest on how the portfolios are performing, as well as progress against key ESG metrics.
