SJP Sustainable & Responsible Equity Fund
SRI Style:
Sustainable Style
SDR Labelling:
Sustainability Focus label
Product:
OEIC
Fund Region:
Global
Fund Asset Type:
Equity
Launch Date:
06/04/1999
Last Amended:
Dialshifter (
):
Fund Size:
£5274.32m
(as at: 30/09/2024)
ISIN:
GB0006074891, GB0006126766, GB00BMT89899, GB00BMT89907
Sustainable, Responsible
&/or ESG Overview:
No response when requested information from fund manager - March 2024
Primary fund last amended:
Information directly from fund manager.
Fund Filters
Labels & Accreditations
Find funds that have chosen to adopt one of the Financial Conduct Authority (FCA) SDR labels. Please note: there are a range of reasons why potentially relevant funds may not use an SDR label eg. adopting a label may be work in progress, the manager may not yet be allowed to do so because of the product type, a manager may feel their fund is insufficiently aligned to SDR requirements. Read fund literature and / or our blogs for further information.
Sustainable, Responsible &/or ESG Policy:
Objectives and investment policy
The fund aims to achieve capital appreciation over a period of five years by investing at least 70% worldwide in companies which demonstrate strong environmental, social and governance (ESG) credentials and are positioned to benefit from positive opportunities arising from the transition to a more sustainable global economy.
The fund is also permitted to invest in other types of transferable securities, UK and overseas fixed interest and index linked securities, units and/or shares in other collective investment schemes, money market instruments, deposits and cash and near cash instruments. They typically make a small amount of the fund’s assets. The fund is permitted to use derivatives and forward transactions for the purposes of efficient portfolio management (including hedging).
The fund is actively managed without reference to a benchmark. The strategy combines fundamental and thematic analysis to identify quality companies with ESG considerations.
For further details on the specific risks applicable to this fund please see the fund's prospectus
(Source: KIID, as at January 2025)
SDR Labelling: Sustainability Focus label
Literature
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
SJP Sustainable & Responsible Equity Fund |
Sustainable Style | Sustainability Focus label | OEIC | Global | Equity | 06/04/1999 | ||
|
Fund Size: £5274.32m (as at: 30/09/2024) ISIN: GB0006074891, GB0006126766, GB00BMT89899, GB00BMT89907 |
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Sustainable, Responsible &/or ESG OverviewNo response when requested information from fund manager - March 2024 |
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|
Information received directly from Fund Manager |
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Please select what you would like to read:
Fund FiltersLabels & Accreditations
SDR Labelled
Find funds that have chosen to adopt one of the Financial Conduct Authority (FCA) SDR labels. Please note: there are a range of reasons why potentially relevant funds may not use an SDR label eg. adopting a label may be work in progress, the manager may not yet be allowed to do so because of the product type, a manager may feel their fund is insufficiently aligned to SDR requirements. Read fund literature and / or our blogs for further information. Sustainable, Responsible &/or ESG Policy:Objectives and investment policy The fund aims to achieve capital appreciation over a period of five years by investing at least 70% worldwide in companies which demonstrate strong environmental, social and governance (ESG) credentials and are positioned to benefit from positive opportunities arising from the transition to a more sustainable global economy. The fund is also permitted to invest in other types of transferable securities, UK and overseas fixed interest and index linked securities, units and/or shares in other collective investment schemes, money market instruments, deposits and cash and near cash instruments. They typically make a small amount of the fund’s assets. The fund is permitted to use derivatives and forward transactions for the purposes of efficient portfolio management (including hedging). The fund is actively managed without reference to a benchmark. The strategy combines fundamental and thematic analysis to identify quality companies with ESG considerations. For further details on the specific risks applicable to this fund please see the fund's prospectus (Source: KIID, as at January 2025)
SDR Labelling: Sustainability Focus label Literature |
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