Investing sustainably
This fund enables you to make a positive contribution to the world while also achieving capital growth.
Make a positive impact with your investments
Our sustainable fund enables you to generate positive financial returns while also making a positive impact on social and environmental issues.
Combining consistent performance with sustainable investing, this fund provides access to sustainable and impact managers who invest in companies that generate positive outcomes for the planet and society. The value of investments can fall as well as rise. You may get back less than you originally invested.
This fund enables you to make a positive contribution to the world while also achieving capital growth.
This fund is crafted to include a range of asset classes in line with a moderate risk approach. You’ll also benefit from a variety of fund managers with a mix of investment styles and ESG approaches.
Your portfolio will be broadly diverse in order to capture the growth potential in both developed and emerging economies. This should help to better manage the overall risk of investing and help generate smoother returns.
Your strategy will be designed around the experience and insights of our worldwide experts. And your investments will be implemented through leading institutional and boutique investment managers who we’ll select and monitor for you.
An annual report is produced detailing the performance of your investments and highlighting the impact they’ve generated. You also won’t be liable for Capital Gains Tax when we buy or sell funds within the portfolio, whereas you would be if you managed it yourself. However, you may need to pay Capital Gains Tax when you sell your investment in the fund.
Since it launched, the Multi-Asset Sustainable Fund has delivered a positive return, demonstrating that investors can invest sustainably without giving up market returns.
We’re excited to share the fund’s Annual Impact Report, which details the approaches and outcomes the sustainable and impact fund managers generated for our investors, as well as case studies of the companies they invested in.
Past performance is not an indicator of future performance.
Read the Multi-Asset Sustainable Fund Impact report [PDF, 2.1MB]
You should bear in mind that tax rules can change and their benefit to you will depend on your circumstances. We don’t provide tax advice.