Our sustainable funds overview
Delivering rewards from a changing world
Our Sustainable World Trust and Sustainable Diversified Trust have celebrated their first birthday in 2010, after having delivered a great first years performance.
We’ve had a fantastic first 12 months, delivering a high performance from our sustainable investment themes. Please see the details below for more information.
|
|
|
| Sustainable Diversified | Sustainable World | Sustainable Leaders |
|---|---|---|
| Cautious | Balanced | Balanced |
| Objective: To provide medium to long term capital growth from a diverse range of asset classes, for example equities, bonds, property and cash, mainly in the United Kingdom. | Objective: To provide medium to long term capital growth via worldwide investments in multiple asset classes, but primarily equities with some fixed interest securities and cash. | Objective: To provide medium to long term capital growth via investment in companies that benefit from environmental improvement, human welfare and sustainability. |
| Mainly UK with some Overseas | Global | UK |
| 20% - 60% Equities (Inc. Property) 30% - 80% Fixed Interest (Inc. Cash) 0% - 20% Alternative Investments |
60% - 85% Equities (Inc. Property) 15% - 40% Fixed Interest (Inc. Cash) 0% - 20% Alternative Investments |
100% Equities |
| Fund Manager: Linda Deforges | Fund Manager: Mike Fox | Fund Manager: Mike Fox |
| Key benefits: • active asset allocation • minimising the risk to your investment • growth potential...from our sustainable investment themes. |
Key benefits: • asset and regional diversification • award winning fund manager • growth potential...from our sustainable investment themes. |
Key benefits: • award winning fund manager • proven track record • growth potential...from our sustainable investment themes. |
