| Asset Group | Asset Sub-Group | Investment Category |
| Alternatives | Mixed asset | Adventurous |
Why we recommend itThe team is led by Mike Fox who has been part of the sustainable team since its formation in 2003. Shalin Shah, who has been with the fixed income team since 2008, oversees the fixed income side. George Crowdy and Sebastian Beguelin joined the team in 2020 before becoming co-managers in April 2021. They work alongside Fox on the equity side and were brought in, in part to reflect the team's desire to widen the investment universe outside of the UK and also to acknowledge the significant increase in assets. Mike Fox is head of sustainability and looks to invest in companies that deliver a net benefit to society in terms of the products and services they provide, or which show leadership in environmental, social, and governance management on the equities side. On the fixed income side, Shalin Shah looks for similar characteristics, but secured bonds make up the core and are complemented by issuers that are currently out of favour but where he can see clear credit migration catalysts. The equity portion, typically between 75%-85% of the portfolio, comprises between 50 - 60 names and while the managers can invest across the market-cap spectrum, the portfolio typically has a consistent large-cap bias as the managers believe the resources of bigger companies allow them to be better placed to address sustainability issues faced by society, while still being able to generate good long-term returns for shareholders. Opinion Fox and Shah are experienced investors and are supported by an experienced and respected team that is well-versed in the sustainable process employed here. They also leverage wider teams at Royal London Asset Management. Sustainability criteriaMorningstar Sustainable Attribute: This fund is considered a sustainable investment product based on its prospectus or other regulatory filings. As a General ESG Investment, the fund uses ESG criteria as a central part of the security-selection and portfolio-construction process. These strategies endeavour to promote sustainability and minimize negative impact, without focusing on a specific theme or area of action. | ||
| Information and data compiled to March 2024. | ||
Risk warnings
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