Investment range
Delivering Sustainable Wealth Creation since 1983.

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.
Equities
Characterised by proprietary fundamental, environmental, social and governance (ESG) and engagement research.
Credit
Value-seeking approach based on fundamental analysis, a macro perspective and rigorous security selection for diversified, risk-managed portfolios.
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:

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.

Financial
Responsible, active investing for long-term performance.
- Financial objective
- Best-practice integration of ESG analysis and engagement insights
- Some capabilities may enforce exclusions that reflect Portfolio Managers’ investment views
- Delivery of outcomes through effective stewardship

Financial & Sustainability
Thematic and values-based approaches for sustainable outcomes.
- Financial and sustainability objectives
- Best-practice integration of ESG analysis and engagement insights
- Exposure to sustainability themes and to ESG leaders that reflect sustainability values
- Delivery of sustainable outcomes through effective stewardship

Financial & Impact
Mission-led investment strategies to create positive impact.
- Financial and impact objectives
- Best-practice integration of ESG analysis and engagement insights
- Focus on companies generating impact or undergoing positive transformation
- Some capabilities may enforce exclusions that reflect defined sustainability values, impact considerations, or both
- Delivery of sustainable outcomes through effective stewardship
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.
Classificazione dei nostri fondi ai sensi dell’SFDR
Emanato dall’UE e in vigore dal 10 marzo 2021, il Regolamento relativo all’informativa sulla sostenibilità nel settore dei servizi finanziari (Sustainable Finance Disclosure Regulation, SFDR) punta a migliorare la trasparenza tra gli operatori dei mercati finanziari in merito alle informazioni relative alla sostenibilità. Il regolamento SFDR richiede ai gestori di fornire informative standardizzate in merito alle modalità di integrazione dei fattori ambientali e sociali sia a livello di entità che di prodotto.
We support greater transparency and a clearer framework around how environmental and social factors are considered in financial markets.
Ai sensi del regolamento SFDR, i fondi sono classificati in tre categorie:
Articolo 6
- Prodotti finanziari non coperti dall’Articolo 8 o 9
- Caratteristiche del prodotto: i rischi e le opportunità legati alla sostenibilità non rappresentano un fattore determinante nel processo decisionale in materia di investimenti.
Articolo 8
- Prodotti finanziari che promuovono caratteristiche ambientali o sociali
- Caratteristiche del prodotto: considerazione decisa e dimostrabile dei fattori ESG nel processo di investimento.
Articolo 9
- Prodotti finanziari con un determinato obiettivo di sostenibilità
- Caratteristiche del prodotto: obiettivi e intenzionalità in materia di sostenibilità specifici, misurabili e comunicabili tramite reporting.