Our Close Sustainable Funds

Now available: the Close Sustainable Funds
  • Fund manager update
  • 4 minute read

We launched our sustainable funds in response to demand from advisers and clients for funds with a focus on Environmental, Social and Governance (ESG) and sustainable investment strategies.

Bringing you the benefits of sustainable investing

 

Investment objective

What it invests in

Close Sustainable Balanced Portfolio Fund

To provide capital growth with some income over the medium term

Shares, bonds, alternatives, ETFs and third-party funds

Close Sustainable Bond Portfolio Fund

To generate income while maintaining its capital value over the medium term

Bonds, third-party funds and other fixed income securities

As global investors, our investment universe has thousands of potential opportunities to choose from. So, to find the ones that meet clients’ demands for sustainable practices and good long-term performance, we use a three-stage process.

This process draws on the expertise of our fund managers and analysts. Using detailed analysis and sophisticated modelling techniques, we uncover investment opportunities across different regions and sectors.

Stage 1: Ethical screen

We exclude investments that are exposed to unethical practices, such as tobacco, oil, and weapons.

Stage 2: ESG screen

We only consider investments with positive Environmental, Social and Governance (ESG) ratings and sustainability records.

Stage 3: Analysis and valuation

We assess investments to find the ones that we believe will deliver the best returns.

To learn more about our sustainable funds or sustainable investing for your clients, get in touch with our team.

 

Contact us now

Download the brochure

Important information

This article is only intended for use by UK investment professionals and should not be distributed to or relied upon by retail clients. The value of investments will go up and down and clients may get back less money than they invested. The information contained in this article is believed to be correct but cannot be guaranteed. Opinions constitute our judgment as at the date shown and are subject to change without notice. This article is not intended as an offer or solicitation to buy or sell securities, nor does it constitute a personal recommendation.

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