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.

Clasificación de los fondos según el SFDR

Implantado por la UE y en vigor desde el 10 de marzo de 2021, el Reglamento sobre la divulgación de información relativa a la sostenibilidad (SFDR, por sus siglas en inglés) busca mejorar la transparencia en materia de información sobre sostenibilidad de los participantes en los mercados financieros. El SFDR establece que los gestores de activos deberán facilitar documentación estandarizada sobre la integración de factores medioambientales y sociales tanto a nivel de entidad como a nivel de producto.

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

El SFDR clasifica los fondos en tres categorías:

Artículo 6

  • Productos financieros no cubiertos en el artículo 8 ni en el 9
  • Características de los productos: Los riesgos y las oportunidades en materia de sostenibilidad no son determinantes en la toma de decisiones.​

Artículo 8

  • Productos financieros que promueven las características medioambientales o sociales
  • Características de los productos: En el proceso de inversión se tienen muy en cuenta factores ASG demostrables.​

Artículo 9

  • Productos financieros con un objetivo de sostenibilidad específico​
  • Características de los productos: Tienen una intencionalidad y unos objetivos de sostenibilidad específicos, que puedan medirse y controlarse.​

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