Stewart Investors WW Sustainability B Acc GBP

The Fund aims to grow your investment. The Fund invests in shares of companies around the world. The Fund may invest in both developed and emerging market countries (countries that typically have lower than average income and standards of governance than developed markets). The Fund invests in companies which are positioned to benefit from, and contribute to, the sustainable development of the countries in which they operate. Investment decisions around sustainability are based on three key points: Identifying companies who manage sustainability risks and opportunities and those with a positive sustainability impact; Inclusion of environmental, social and corporate governance matters in investment research; Engaging directly with companies on identified sustainability issues.

Positive

Community Positive

The fund seeks out companies that provide the basic building blocks and service infrastructure society needs to function, develop and thrive. Such companies may be involved in the provision of water, energy, waste handling, housing, transportation and logistics, or in the provision of technologies that sustain these services within the limitations of ecosystems.

Corporate Governance Positive

The fund seeks out Responsible Finance companies that operate with trust and understand their license to operate. Specifically the fund looks for traditional savings and loans banks which focus on patiently gathering deposits and prudently lending them back to customers.

Engagement Approach

Every six months, the fund is screened by an external sustainability adviser against a series of internationally agreed sustainability standards for business, including the UN Human Rights Norms for Businesses and the UN Global Compact Principles. Companies are flagged using a traffic light system: green, amber (monitor/potential issue), red (engage/exit). In the case of a red flag the fund manager will commit to engage with the senior management of the company through written correspondence and/or one-on-one meetings. In conjunction

with the external sustainability adviser, a Positive Engagement Roadmap for the company will be designed, the completion of which will result in the red flag being removed. If engagement fails to progress sufficiently within a reasonable time period the fund manager will commit to exit the stock.

Environment Climate Change Positive

The fund manager will strive to identify and invest in a small number of high quality "sustainability innovators" which pass the fund's rigorous investment process. Sustainability innovators refers to those companies, whose business model is positioned to benefit directly from emerging sustainability opportunities and trends, including renewable energy, clean technology solutions, waste recycling, water and energy conservation.

Environment Technology Positive

The fund manager will strive to identify and invest in a small number of high quality "sustainability innovators" which pass the fund's rigorous investment process. Sustainability innovators refers to those companies, whose business model is positioned to benefit directly from emerging sustainability opportunities and trends, including renewable energy, clean technology solutions, waste recycling, water and energy conservation.

Health Positive

The fund seeks out companies that provide food, beverages and consumer staples that are positive for human health and hygiene, affordable medicines and life-saving treatments, and other products, technologies and services that contribute to economic development and human welfare and safety.