Bringing your clients the benefits of sustainable investing

Speak to us

For more information about our investment solutions call us on:

01606 810 325

Alternatively arrange a callback

Calls may be recorded. Lines are open:
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays).

Speak to us

For more information about our investment solutions call us on:

01606 810 325

Alternatively arrange a callback

Calls may be recorded. Lines are open:
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays).

Speak to us about our investment solutions

Our Close Sustainable Funds

Our sustainable funds aim to generate consistent, long-term returns by screening out unethical practices, and focusing on investment opportunities with positive track records of sustainability.

Evidence shows that investments which reflect these concerns are likely to see strong performance in the long run. Those that do not reflect these concerns face a future of increasing criticism, government regulation and perhaps even financial penalties. This is one of the reasons why investing sustainably is attracting high levels of interest from investors across the globe.

Find out more about our funds

Sustainable Funds brochure

  • 02 Nov 20
  • 1.29MB
  • PDF

Providing you with clarity and confidence in our process.

Download

 

Investment objective

What it invests in

Close Sustainable Balanced Fund

To provide capital growth with some income over the medium term

Shares, bonds, alternatives, exchange traded funds (ETFs) and third-party funds

Close Sustainable Bond 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.

 

Three-stage process

1

Ethical screen

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

2

ESG screen

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

3

Analysis and valuation

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

Want to know more? Get in touch

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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing.

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