Quarterly Client Update: Fourth Quarter 2024

Quarterly Client Update: Fourth Quarter 2024

We provide regular strategy updates including portfolio changes and proxy voting, and links to our investment rationales, latest articles, statements, webcasts and videos which explore our thinking on sustainable investment, including the challenges and issues we grapple with in our search for high-quality companies.

News from the quarter

Fund and strategy name changes

At the end of November, we began changing our fund and strategy names to:

1. Remove “Sustainability” from all fund / strategy names. We originally included “Sustainability” to distinguish our products from those managed by our former sibling team, St Andrews Partners (StAP). StAP was closed in 2022.

2. Add “All Cap” to the names of our products that invest across all market capitalisations. This further distinguishes them from the “Leaders” named products which invest in mid and large cap companies.

This is a name change only - our philosophy and investment process has not changed. We remain committed to investing in companies we believe are high quality with strong management teams that contribute to, and benefit from, sustainable development.

The timing of these changes has been influenced by regulatory changes within the UK Sustainable Disclosure Regulation (SDR) to ensure that our UK-domiciled OEIC funds adhere to the naming and marketing rules set out by SDR, which came into place on 2 December 2024. We also changed the names of our Irish-domiciled VCC funds to align with the annual Prospectus update. We will change our funds domiciled in the United States, Australia and New Zealand in 2025 when their offering documentation is updated. We have changed our strategy names, globally.

More detail on the reasons behind the change can be read in our Client letter: Why change a name?

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