Launch of Sustainability Report for Thoughtful Growth Portfolio Fund

We're delighted to launch the Sustainability Report for our Thoughtful Growth Portfolio Fund, including information about the Fund’s Sustainability Approach and how it performs in relation to Sustainability Metrics.

The Sustainability Report provides information about the Fund’s Sustainability Approach, and how the fund invests in accordance with the investment policy and strategy on an ongoing basis. 

The report also includes details of how it performs in relation to Sustainability Metrics, with context around the performance - such as underlying trends, contributing factors and outliers. This includes an independent assessment of performance in relation to 14 Sustainability Metrics - that reflect the core values of the ‘Thoughtful Investor’ ® approach.

Within the report, you'll also learn more about how the stewardship strategy has been applied, some of the activities undertaken and the outcomes achieved/expected to achieve. 

Click here to view the Sustainability Report for the Thoughtful Growth Portfolio Fund. 

NB: Sustainability Reports for other funds within our Thoughtful range can be found in the document library here.