A fund that looks to deliver a portfolio of global stocks that are chosen for their positive impact on society and the environment through sustainable and socially responsible practises.
The fund will invest in a basket of stocks from a universe of companies created by taking out companies with a negative social impact (e.g. armaments, tobacco,alcohol), and crucially favouring companies impacting society and the environment positively. The fund manager is assisted by an experienced sustainable team which consistently review the impact of the selected stocks, helped by Sustainalytics ESG research. We like the fund as it has a strong investment process and has outperformed peers over the long term.
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Robin Hepworth was appointed CIO of the firm in 2011, having worked at Edentree (formerly Ecclesiastical) Investment Management since 1988. He has over 30 years of experience in the sector, focused on SRI investing and has been a fund manager since 1990. He was Global Fund Manager of the Year 2010, FE Alpha Manager 2012 and has recently been listed as one of Citywire’s top 10 most consistent managers over the past 10 years.
Edentree Investment Management is a subsidiary of the Ecclesiastical Insurance Group, a specialist financial services company specialising in church, charity and education insurance. The firm has over 30 years of track record in responsible investing, and manages £2.4 billion as of September 2015. Edentree’s parent company, Ecclesiastical, will donate all of its distributable profit to charitable causes, amounting to £22.5m in 2014.
EQ offers a choice of investment strategies. We use these strategies to build and manage individual portfolios of investments for our clients: