The Future World fund range
From climate change to gender diversity, our Future World funds offer the chance to invest sustainably and encourage companies to do more about issues that matter.
For instance, we believe that companies that are not prepared to deal with the threat of global warming, don’t treat their employees well or are managed by teams with no diversity are not likely to be good investments for the long term. We identify these companies and make sure you’re more invested in those that are better managed.
How the funds work
How the funds work
Our two Future World funds are designed to give you broad diversification across hundreds of companies. Rather than excluding all companies that fail to meet our standards, we ‘tilt’ the portfolio away from them, giving them less of your investment than another fund might. This gives the company management an incentive to perform better on important issues and we will meet with them to help them improve.
However, there are a few companies which we believe should have no place in your portfolio because they pose such a risk to your savings. These are covered by our Future World Protection List.
Shares are small pieces of a company that you can own, giving each owner the right to vote on how the company is run. As the manager of your investments, we vote on your behalf. That’s why when you pool your shares with other investors through a fund like ours, the companies we speak to know that the weight of all of our investors is behind us.
The Future World range is about making sure that companies are thinking about not just their investors, but also about the impact they have on the world around them.
We meet with company management throughout the year about how they need to adapt their business models and practices for the future and for you, their investors.
The Climate Impact Pledge
Our Future World funds also incorporate our Climate Impact Pledge, focused on speeding up the progress companies are making in addressing climate change and transitioning to a world powered by renewables rather than mainly oil and gas; a ‘low-carbon economy’.
We have identified the companies that are critical to the shift to a low-carbon economy and are paying special attention to their actions.
Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.