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.

Classifying our funds under SFDR

Set up by the EU and effective from 10 March 2021, the Sustainable Finance Disclosure Regulation (SFDR) looks to improve transparency among financial market participants in relation to sustainability-related information. SFDR requires asset managers to provide standardised disclosures on how environmental and social factors are integrated at both the entity and product level. 

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

Under SFDR, funds are classified in three categories:

Article 6

  • Financial products not covered by Article 8 or 9
  • Product characteristics: Sustainability risks and opportunities are not a driving force for investment decision-making.​

Article 8

  • Financial products promoting environmental or social characteristics
  • Product characteristics: Strong, demonstrable consideration of environmental and/or social factors in the investment process and investment in companies with good governance.

Article 9

  • Financial products with sustainable investment as their objective
  • Product characteristics: Contribution to environmental and social objectives, which cna be measured and reported on and avoidance of companies which may cause significant harm to those objectives.

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