Investment Objective
To achieve a return in excess of its cash benchmark by investing globally in a portfolio of Sustainable Securities, currencies and using derivatives where appropriate. Sustainable Securities are securities from issuers that the Investment Manager believes show effective governance and superior management of environmental and social issues
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.0 | 0.6 | 0.8 | 0.9 | 0.1 | 1.0 | 0.7 | 0.6 | 0.4 | 0.7 | 0.5 | 0.7 | 0.5 | |
| 2024 | 0.3 | 0.3 | 0.4 | 0.2 | 0.2 | 0.6 | 0.2 | 1.0 | 0.2 | 0.2 | 0.5 | 0.8 | 0.1 |
