Sarasin Responsible Global Equity

The Fund seeks to provide long-term growth and income through investment in the shares of companies from across the world with an overlay of ethical (socially responsible) criteria.

Negative

Alcohol Production

The fund avoids companies whose products are recognised as contributing to social harm, and will therefore not invest in companies that derive more than 5% of sales from production of alcoholic drinks unless they can demonstrate that they are applying minimum standards for socially responsible production and sale of alcohol.

Alcohol Retail

The fund avoids companies whose products are recognised as contributing to social harm, and will therefore not invest in companies that derive more than 5% of sales from the retailing of alcoholic drinks unless they can demonstrate that they are applying minimum standards for socially responsible production and sale of alcohol.

Armaments

The fund will not invest in companies involved in illegal weapons, such as cluster bombs, landmines biological & chemical weapons.

The fund avoids companies whose products are recognised as contributing to social harm, and will not invest in companies that derive more than 5% of sales from the production or sale of armaments.

Environment Climate & Fossil Fuels

The fund excludes companies that are materially involved in the extraction of thermal coal or the production of oil from tar sands.

Gambling

The fund will avoid companies whose products or services are recognised as contributing to social harm, and will therefore not invest in companies that derive more than 5% of sales from gambling.

Pornography

The fund will avoid companies whose products or services are recognised as contributing to social harm, and will not invest in companies that derive more than 5% of sales from the production or sale of pornography.

Tobacco Production

The fund avoids companies whose products or services are recognised as contributing to social harm, and will therefore not invest in companies that derive more than 5% of sales from the production of tobacco.

Tobacco Retail

The fund avoids companies whose products or services are recognised as contributing to social harm, and will therefore not invest in companies that derive more than 5% of sales from the retailing of tobacco.

Positive

Engagement Approach

The funds fulfil shareholder responsibilities and protect investment returns by applying an active voting policy to all resolutions and focusing engagement with companies whose performance poses significant investment risks or representational concerns.