Sustainable Investing
How we think
As we invest on behalf of others, we must do so with a clear sense of fiduciary duty. We believe that investing responsibly – that is – investing in such a way that we can sustainably preserve and enhance investor capital, fulfils this fiduciary duty.
We believe a business will only qualify as a quality growth investment if it respects and operates in the interests of its owners and in the sustainable interest of the overall enterprise. In our view, this necessarily includes the fair treatment of all stakeholders. We consider stakeholders to be fairly treated when the business has created an environment in which it can generate enduring earnings.
How we act
- We start by filtering out non-OECD countries. This is designed to only allow companies from countries that have a commitment to democracy, the protection of human rights and to open and transparent free markets.
- Next, sectors are excluded in industries that, according to our philosophy, are not sustainable such as energy, metals & mining and weapons manufacturers.
- Once companies have made it through this initial screen, they are put through our specific quality growth tests. This helps determine whether they are truly durable.
- Finally, once the business is admitted into the investible universe it is reviewed continuously. This helps ensure that the business consistently meets our long-term sustainability requirements.
Documents
| Document name | Date | Download | Open |
|---|---|---|---|
| SIM PRI Assessment Report | 2023 | Download | Open |
| SIAG Shareholder Rights Policy | 2023 | Download | Open |
| SIM Responsible Investing Policy | 2022 | Download | Open |
| SIM Modern Slavery Human Trafficking Statement | 2022 | Download | Open |
| SIM Modern Slavery Statement | 2021 | Download | Open |
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| Document name | Date | Download | Open |
|---|---|---|---|
| SIAG Entity Level Disclosure (EN) | 2022 | Download | Open |
| SIAG Entity Level Disclosure (FR) | 2022 | Download | Open |
| SIAG Entity Level Disclosure (DE) | 2022 | Download | Open |
| SIAG Entity Level Disclosure (ES) | 2022 | Download | Open |
| SIM Entity Level Disclosure (EN) | 2023 | Download | Open |
| SIM Entity Level Disclosure (EN) | 2022 | Download | Open |
| SIM Entity Level Disclosure (FR) | 2022 | Download | Open |
| SIM Entity Level Disclosure (DE) | 2022 | Download | Open |
| SIM Entity Level Disclosure (ES) | 2022 | Download | Open |
| SIF Product Level Disclosures (EN) | 2022 | Download | Open |
| SIF Product Level Disclosures (FR) | 2022 | Download | Open |
| SIF Product Level Disclosures (DE) | 2022 | Download | Open |
| SIF Product Level Disclosures (ES) | 2022 | Download | Open |
| SIF Website Disclosure (SWG-EN) | 2023 | Download | Open |
| SIF Website Disclosure (SWG-FR) | 2023 | Download | Open |
| SIF Website Disclosure (SWG-DE) | 2023 | Download | Open |
| SIF Website Disclosure (SWG-ES) | 2023 | Download | Open |
| SIF Website Disclosure (SA-EN) | 2023 | Download | Open |
| SIF Website Disclosure (SA-FR) | 2023 | Download | Open |
| SIF Website Disclosure (SA-DE) | 2023 | Download | Open |
| SIF Website Disclosure (SA-ES) | 2023 | Download | Open |
| SIF Website Disclosure (SE-EN) | 2023 | Download | Open |
| SIF Website Disclosure (SE-FR) | 2023 | Download | Open |
| SIF Website Disclosure (SE-DE) | 2023 | Download | Open |
| SIF Website Disclosure (SE-ES) | 2023 | Download | Open |
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Industry associations
We are a signatory to industry bodies that reflect our commitment to investing in a way that preserves and enhances investor capital.
SIM
SIAG
Funds
Our portfolios reflect the outcome of seeking businesses that operates in the interests of its owners, as well as the sustainable interest of the overall enterprise.
The decision to invest in the fund should take into account all the characteristics or objectives of the fund as described in its prospectus.