This fund, previously part of the Friends Provident Stewardship offering, is one of the oldest ethical funds in the UK. It invests in global stocks selected for their growth potential, with the team focusing on investments around social and environmental themes such as energy efficiency, responsible banking or healthcare. The fund managers are supported by a sustainability team which will check that the selected stocks are suitable on both a negative and positive screening point of you. Whilst this fund was historically investing in all sectors apart from the most controversial ones such as tobacco or armaments, the process has evolved over the years to focus on companies which are making a positive impact on the overall society.
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Fund Manager: Alice Evans & Jamie Jenkins
Alice Evans is a fund manager and director of sustainable investment at BMO Global Asset Management. Alice joined BMO (formerly F&C) in 2010, having previously managed SRI funds at Henderson and been an assistant portfolio manager at JP Morgan Asset Management. Alice brings over 15 years of experience in investment management, over 10 years dedicated towards SRI products and is a CFA charter holder.
Jamie Jenkins is head of the responsible global equities team. Jamie joined the F&C in 2000 and is co-manager of the F&C Responsible Global Equity fund and the F&C Responsible Sharia Global Equity fund. Prior to joining the firm, Jamie worked at Hill Samuel Asset Management as a Japanese equities fund manager. He holds an MA in History from the University of Edinburgh.
Fund Group: BMO Global Asset Management
BMO Global Asset Management is the asset management arm of the Bank of Montreal, the fourth largest Canadian bank by assets which was founded in 1817, making it Canada’s oldest bank. BMO Asset Management manages over £165 billion in assets worldwide across asset classes and geographies, with their expertise and reach within the UK growing significantly with the acquisition of F&C Investments in 2014, at the time one of the UK’s largest asset management businesses.