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Most of you will have seen distressing documentaries and news stories on such topics as climate breakdown, plastic pollution and dangerous working practices. And we're sure you'll agree that we need to make changes now to create a better world for current and future generations. Our consumption patterns are already reflecting a change for the better - when we need to buy, we're increasingly trying to buy responsibly and buying responsibly now includes your investment portfolio.
Source: Handelsbanken Wealth & Asset Management
We offer four global sustainable multi asset funds catering to a spectrum of different risk preferences and financial return targets. The funds aim to offer financial returns in excess of consumer price inflation (‘CPI’) over any given five-year period. These return targets range from CPI+1% for our lowest risk, Defensive Sustainable fund up to CPI+4% for our higher risk Growth Sustainable fund, reflecting the need to take on greater risk in order to create the potential for higher returns.
Source: Handelsbanken Wealth & Asset Management
We naturally exclude some investment from our sustainable funds, on the grounds that they are not suited to our long-term sustainable goals. However, we believe that what’s included in a fund is far more important than what’s left out, so we make sure that we actively choose investments scoring highly for sustainable factors, as well as prioritising investments that make an actively positive contribution to society and our world.
The sustainable funds are actively managed within the same investment process as our core funds, while the sustainable credentials of a potential investment are assessed against our ‘three pillars’ sustainability process.
Exclusions
We don’t invest in businesses that focus on tobacco, alcohol or weapons or engage in pornography or gambling. Investments are excluded if more than 5%* or $500m of their revenue is generated from these sectors (*Zero tolerance for producers of tobacco and 15% for sales.)
Environmental, societal & governance (ESG) integration
These are investment products that try first, to invest in companies that have positive ESG factors and second, to invest in companies and governments that can evidence commitment to improving their ESG scores.
Impact investing
The goal is to make money by solving a specific problem, such as building social housing or renewable energy generation, or researching biotech solutions for hard-to-treat diseases or conditions.
We are proud to be a member of The UK Sustainable Investment and Finance Association (UKSIF), as a way of demonstrating our commitment to creating a more sustainable and responsible finance system in the UK. UKSIF membership allows us to collaborate on pioneering new research within UKSIF projects, and also gives us access to knowledge on emerging issues and key contacts within the sustainable industry.
