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The fund is managed by Mike Fox who looks for companies that deliver a net benefit to society in terms of the products and services they provide or that show leadership in environmental, social, and governance management. The fund aims to deliver sustainable growth over time. Positive screens of companies begin the process with the target of looking for firms that can exhibit this sustainable growth. Negative screens are also in place which means the fund is prohibited from investing in armaments and tobacco companies. The fund has a large-cap bias on the equities side as Fox believes bigger companies are better placed to address sustainability issues faced by society, while still being able to generate good long-term returns for shareholders. The fixed income side has bias to higher rated corporate bonds. At least 60% of the portfolio must be invested in equities, but it can go up to 85%.
Below is the online factsheet for your selected instrument. You can change time periods in certain areas of the factsheet and generate a version to PDF using the "Print" button.
You can also view an Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.Analyst Report