Investment range

Delivering Sustainable Wealth Creation since 1983.

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Our mission – to generate Sustainable Wealth Creation – ensures we aim to provide best-in-class investment solutions.

These capabilities are informed by decades of specialist experience, innovation and drive to lead the evolution of investing through a responsibility lens and stewardship.

Products, prices and performance

For the latest performance and vital information – including factsheets, prices, key facts, identifiers and ratings.


Characterised by proprietary fundamental, environmental, social and governance (ESG) and engagement research.


Value-seeking approach based on fundamental analysis, a macro perspective and rigorous security selection for diversified, risk-managed portfolios.


We offer a range of sterling-, euro- and dollar-denominated short-term and standard money market funds as well as bespoke solutions for institutional investors.

Private Markets

Offers suitable investors a broad range of private market investment solutions across four asset classes: real estate, infrastructure, private equity and private debt.

Our unique approach

Our focus on Sustainable Wealth Creation aims to ensure that our investment capabilities are guided by this philosophy and driven by a fusion of four characteristics. These are:

SWC equation

High-active-share fundamental investment.

Best in class ESG integration in public and private markets.

Effective and active stewardship to act as responsible owners.

Overseen by the Responsibility Office

Our investment capabilities aim to deliver Sustainable Wealth Creation through active, responsible investment and effective stewardship over genuine long-term horizons, promoting intergenerational fairness.

This approach provides three investment pathways focused. Equally powerful in fulfilling our purpose, they are defined by the outcomes our investors seek.

Active ESG


Responsible, active investing for long-term performance.


Financial & Sustainability

Thematic and values-based approaches for sustainable outcomes.


Financial & Impact

Mission-led investment strategies to create positive impact.

Solutions across the spectrum

As well as funds, we offer best-in-class, bespoke solutions across the Sustainable Wealth Creation spectrum and have an exciting range of capabilities to meet our clients’ desired sustainable outcomes, such as meeting climate-focused targets and contributing to the low-carbon transition.

To find out more, please contact your sales representative.

Klassifizierung unseres verwalteten Vermögens gemäß SFDR

Die von der EU erlassene und ab dem 10. März 2021 gültige Verordnung über nachhaltigkeitsbezogene Offenlegungspflichten im Finanzdienstleistungssektor (Offenlegungsverordnung) soll die Transparenz der Finanzmarktteilnehmer in Bezug auf nachhaltigkeitsbezogene Informationen verbessern. Die Offenlegungsverordnung verlangt von Vermögensverwaltern standardisierte Angaben darüber, wie ökologische und soziale Faktoren sowohl auf Unternehmens- als auch auf Produktebene integriert werden. 

We support greater transparency and a clearer framework around how environmental and social factors are considered in financial markets.

Gemäß Offenlegungsverordnung sind die Fonds in drei Kategorien eingeteilt:

Artikel 6

  • Finanzprodukte, die nicht unter Artikel 8 oder 9 fallen
  • Produktmerkmale: Nachhaltigkeits-Risiken und -Chancen sind keine entscheidenden Kriterien für die Anlageentscheidung.​

Artikel 8

  • Finanzprodukte, die ökologische oder soziale Merkmale fördern
  • Produktmerkmale: Starke, nachweisbare Berücksichtigung von ESG-Faktoren im Anlageprozess​

Artikel 9

  • Finanzprodukte mit definiertem Nachhaltigkeitsziel​
  • Produktmerkmale: Spezifische Nachhaltigkeitsziele und -ausrichtung, die messbar und berichtbar sind​

Want to know more about our delivery of Sustainable Wealth Creation?