Responsible Investing

Screening

We do not invest in companies involved with controversial weapons, large-scale coal-mining or coal-fired electricity generation, or which are in serious breach of the Principles of the United Nations Global Compact

As a house policy, we do not invest in any companies which are involved with the production or sale of anti-personnel mines and cluster bombs, or of chemical, biological and depleted uranium weapons, and we also exclude any company which violates, repeatedly and seriously, one or more of the ten principles of the Global Compact. We also exclude companies involved in large scale coal extraction (mining) or coal-fired electricity generation. This applies to all clients and all portfolios.

As at the end of December 2019, we screened out a total of 213 companies in all portfolios. The breakdown is as follows:

213 Companies Screened Out

43

Controversial
Weapons

22

Global
Compact

148

Coal