A fund that will allocate between the equities and bonds of companies which have a positive effect on society and the environment.
The fund will allocate between equities and bonds of companies globally, selected from a universe created by removing companies with a negative impact (e.g. armaments, tobacco, gambling) and favouring companies impacting society and the environment positively (e.g. social change, renewable energy, education). Equities and bonds will come from companies that are favoured by the process, and selected companies will be further researched from a financial perspective, supported by the in-house analyst team to construct valuation models as well as assessing the direction and quality of company management.
We like the fund as it has a well-resourced analyst team with strong ESG integration into its investment process, including dedicated SRI analysts, as well as the manager’s flexibility to allocate between equity and fixed income securities.
|Fund type:||Asset class:||Sector:|
|Unit Trust||Mixed||Mixed Investment Equity 40- 85%|
Mike is Head of UK Equities and a Fund Manager at Royal London. He joined RLAM following the acquisition of The Co-operative Asset Management. In addition to being head of UK equities, he is also head of Sustainable Investments at RLAM and has been managing funds since 2003. Prior to this, Mike worked as deputy fund manager on the Co-operative Insurance Society employee pension fund for 2 years and an investment analyst for 2 years covering the utility, support services and media sectors. Mike qualified as a Chartered Accountant with Ernst & Young in Manchester.
Royal London Asset Management was established in 1988 and now manages over £83 billion in assets (as of June 2015) making it one of the UK’s largest asset managers. RLAM is a wholly owned subsidiary of the Royal London Group, the UK’s largest mutual insurer, itself founded in 1861.
EQ offers a choice of investment strategies. We use these strategies to build and manage individual portfolios of investments for our clients: