The Investec UK Sustainable Equity Fund is a differentiated investment strategy which aims to provide long-term capital growth and income by investing in companies making a positive contribution to the future of society and the environment.
Matt Evans
Portfolio Manager
1 | Differentiated approach that focuses on positive impact and engagement |
2 | Innovative and transparent monitoring and reporting to demonstrate companies’ and the portfolio’s impact on society and the environment |
3 | Experienced Citywire AA-rated fund manager, with successful track record managing an award winning ethical strategy |
4 | Leverages the resource and established processes of Investec Asset Management's (IAM's) Quality and ESG teams |
5 | Fully aligned with IAM’s purpose, integration of ESG, and development of the ‘Investec Asset Management Sustainable Themes’ |
Sector: | IA UK All Companies |
Launch Date: | 14 December 2018 |
Index: | FTSE All-Share |
Brochure | Download PDF |
Prices and performance | Read more |
We believe that a fundamental transformation is needed to a position where the environment, society and business operate in an interconnected way rather than separately. We have a role in that transformation.
By understanding the three pillars of sustainability and how a company operates within this framework, we believe that we can create a portfolio that will deliver sustainable investment returns and positively contribute to a better future for society and the environment.
Source: Investec Asset Management
At Investec Asset Management, we have developed a proprietary framework of investible ‘Sustainable Themes’ focused on transformation towards a sustainable future. Mapped against the UN Sustainable Development Goals (SDGs) that cover social and economic development issues, including poverty, hunger, health, education, global warming and social justice.
It provides a consistent approach to identification, assessment, monitoring and reporting of our companies’ and the portfolio’s impact on society and the environment.
Source: Investec Asset Management
The Investec UK Sustainable Equity Fund is a core holding for clients in UK sustainable equities, diversified by style, theme and market cap.
It may be suitable for investors:
Important information
General Risks:
The value of investments, and any income generated from them, can fall as well as rise. Where charges are taken from capital, this may constrain future growth. Past performance is not a reliable indicator of future results. If any currency differs from the investor's home currency, returns may increase or decrease as a result of currency fluctuations. Investment objectives and performance targets are subject to change and may not necessarily be achieved, losses may be made.
Specific Risks:
Geographic / Sector: Investments may be primarily concentrated in specific countries, geographical regions and/or industry sectors. This may mean that the resulting value may decrease whilst portfolios more broadly invested might grow. Derivatives: The use of derivatives is not intended to increase the overall level of risk. However, the use of derivatives may still lead to large changes in value and includes the potential for large financial loss. A counterparty to a derivative transaction may fail to meet its obligations which may also lead to a financial loss. Equity investment: The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company.
All information is at 30.06.19, unless stated otherwise.