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.

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:

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

Financial

Responsible, active investing for long-term performance.

Sustainable

Financial & Sustainability

Thematic and values-based approaches for sustainable outcomes.

Impact

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.

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.​

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