We invest to help our clients create more

More opportunity. More potential. More impact. We offer investment expertise across all key asset classes, regions and markets so that our clients can capture investment potential wherever it arises.

By combining market and economic insight with technology and diverse perspectives, we look for optimal ways to help investors navigate the future and reach their financial goals.

And by putting environmental, social and governance (ESG) considerations at the heart of our process, we seek to find the most sustainable investment opportunities globally. By ensuring the assets we invest in are ready for and resilient to a world in transition, we act as guardians of our clients’ assets.
• Operating in over 30 locations worldwide*
Keeping us close to our clients and ensuring first-hand insight into companies, industries and markets.
• Managing £465.3bn in assets for our clients*
On behalf of individuals, governments, pension funds, insurers, companies, charities and foundations across 80 countries.*
• Focus on fundamental research
The combination of our research, thematic thinking, ESG best practice and extensive on-the-ground analysis helps us find the most sustainable future-fit investment opportunities globally

*All data facts and figures as at 30 June 2021

Amundi ETF, Indexing and Smart Beta is one of Amundi’s strategic business areas. With over 30 years of expertise in index solutions replication and development, Amundi is the European leading UCITS ETF provider and a partner of choice in index management, recognised for its innovation and competitiveness. The platform is also known for its ability to develop Smart Beta & Factor Investing solutions. Responsible investment is one of the platform’s strengths, not only for open funds but also for ESG and climate solutions. The business line manages over €309 billion of assets[1].
Amundi offers over 300 ETFs across all main asset classes, geographic regions and a large number of sectors and themes. Amundi is leading the ESG transformation and its ETF, Indexing and Smart Beta platform is known for its wide range of high-quality and cost-effective ESG solutions.
More information on Amundi ETF are available on the website www.amundietf.co.uk.

Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 47 partners all of whom work in the business.

We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.

We currently manage or advise some £352.4bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 81% of FUM), we offer an extensive range of investment trusts and open ended funds to UK wealth managers and intermediaries.

BNY Mellon Investment Management is one of the world’s largest
investment firms. We believe the right results begin with being relevant
to every client, whether it is engaging with them to create solutions,
offering diversified strategies or providing insights for better-informed
decisions.
That is why we designed a model built around investors’ needs to offer
the best of both worlds: world-class investment firms with best-of breed
talent and unique cultures combined with the global scale and
strength of BNY Mellon Investment Management. We connect investors
with opportunities across every major asset class, globally.
Today, we have eight investment firms: Alcentra, ARX, Dreyfus Cash
Investment Strategies, Insight Investment, Mellon, Newton Investment
Management, Siguler Guff* and Walter Scott.

* BNY Mellon owns a non-controlling minority interest in Siguler Guff.

Comgest is an independent, global asset management group with headquarters in Paris and offices on the ground in the countries in which we invest. Since inception in 1985, Comgest has pursued a long-term Quality Growth and responsible investment style with the objective of selecting quality companies with solid prospects for sustainable growth. With more than 200 employees of 30 different nationalities, Comgest serves a diverse global client base and manages assets of over £35bn (as of end of Q1 2022). The majority of employees are also shareholders of the business, which furthers the alignment of our actions with our clients' interests.

As a family and management-owned company, Fidelity International thinks generationally in terms of the services we build and provide, as well as the way in which we invest on our clients’ behalf.

Our Investment Solutions and Services business works with financial intermediaries and institutions across the globe, including pension funds, sovereign wealth funds, banks and insurance companies, while our Workplace and Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance.

Throughout our business, our focus is on delivering sustainable investment returns for our clients, while managing our impact on society and the environment. To do this, we incorporate sustainability into our business operations and our investment process, working with investee companies to help them operate more sustainably in order to deliver those long-term returns and secure a better future for all.

Fisher Investments Europe (FIE) is wholly owned by Fisher Asset Management, LLC, trading as Fisher Investments (FI). FIE delegates portfolio management to its parent company, FI. FI is a privately-owned, active equity manager with 40+ years’ experience managing portfolios for institutional investors. FI offers a wide range of strategies across developed and emerging markets, focusing on both large and small caps, as well as dedicated ESG & Impact variants. Philosophically, FI believes macro-economic factors are the dominant drivers of relative and absolute equity performance, and avoiding permanent biases delivers the most consistent outcomes. Our approach integrates ESG analysis in the top-down and bottom-up portions of the investment process. A strong emphasis is placed on active ownership as FI believes direct engagement with company management of portfolio holdings is a uniquely effective tool for active managers. FI’s strategies are commonly used as core portfolio holdings, or as a diversifier in multi-manager line-ups due to the macro-driven aspects of our top-down investment process. FI is truly global, with clients in over 30 countries and assets under management exceeding £153 billion as of December 31st 2021.

For 100 years, we’ve been embracing change, innovating and navigating uncertainty. We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions. We take a friendly, straightforward and partnering approach to what we do. We invest in our people, in our technology and in building long-term, trusted relationships.

J. Safra Sarasin Sustainable Asset Management is a global sustainable asset manager and part of a leading Swiss banking group. The bank traces its history back to 1841 with a long tradition in managing a broad range of active investment strategies for discerning clients. As a family-owned entity strongly rooted in the Swiss banking tradition, sustainability is in our DNA. We were one of the first asset managers to develop sustainable investment strategies over 30 years ago. Today, J. Safra Sarasin has a global footprint with a presence in more than 25 locations in Europe, Asia, the Middle East, Latin America and the Caribbean. At the end of December 2021, it managed total client assets of CHF 224.7 billion and employed 2,300 staff worldwide.
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Established in 1975 as a subsidiary of Morgan Stanley Group Inc, Morgan Stanley Investment Management (the Firm) has provided client-centric investment and risk-management solutions to a wide range of investors and institutions for more than 40 years. Our investment teams strive to provide strong investment performance, excellent client service and a comprehensive suite of investment management solutions to a diverse client base, including governments, institutions, corporations and individuals worldwide. In March 2021, Morgan Stanley completed the acquisition of Eaton Vance, including its market-leading affiliates Calvert Research and Management and Parametric Portfolio Associates LLC.

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data.
Morningstar Sustainalytics supports investors around the world with ESG research, ratings, data and the development and implementation of responsible investment strategies. For 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Morningstar Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. The firm also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices, and capital projects. Morningstar Sustainalytics has more 500 analysts with varied multidisciplinary expertise across more than 40 industry groups.
The company has operations in 29 countries. For more information, visit www.morningstar.com/en-uk/company. Follow Morningstar on Twitter @Morningstar Inc.

Smart Pension is one of the largest pension providers in the UK. We’re authorised and supervised by The Pensions Regulator, and over 80,000 UK businesses trust us with their workplace pension scheme. We now look after more than £2 billion in retirement savings for more than 900,000 people – and our business began just seven years ago.
What makes Smart Pension different is our focus on technology. It underpins all that we do, it’s no wonder we’re one of the fastest-growing companies in the retirement savings marketplace.

Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 20 active managers. Ranked among the world’s largest asset managers1 with more than $1.4 trillion assets under management2 (€1,245.5 billion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles. The firm is dedicated to advancing sustainable finance and developing innovative Environmental, Social, and Governance (ESG) products. Natixis Investment Managers consults and partners with its clients and offers insight on markets and assumptions to better align strategies with long-term goals.
Headquartered in Paris and Boston, Natixis Investment Managers is wholly-owned by Natixis. Natixis is a subsidiary of BPCE, the second-largest banking group in France.

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing £140 billion in assets (as at 30.09.21).

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternatives to institutions, advisors and individual investors around the world.

Investment involves risk; losses may be made.

NN Investment Partners is a Dutch based asset manager. With teams across Europe, the US and Singapore they offer clients global access to markets with a broad array of capabilities; servicing wealth management, insurance, pension and retail clients globally. ESG and particularly sustainable investing has been a cornerstone of their business for over 20 years. NN IP Launched their flagship Global Sustainable Equity fund in 1999.

Quilter Cheviot has a heritage that dates back to 1771. As one of the UK’s largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations. Quilter Cheviot is focused on helping their clients invest for a lifetime of opportunities and challenges.

Quilter Cheviot is part of Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £110.4 billion of investments on behalf of over 900,000 customers (as at March 2020). Quilter plc, our group holding company, is listed on the London and Johannesburg stock exchanges.

Robeco is a pure play international asset manager founded in 1929. It currently has offices in 14 countries worldwide and is headquartered in Rotterdam, the Netherlands. A global leader in sustainable investing since 1995, its unique integration of sustainable as well as fundamental and quantitative research enables the company to offer institutional and private investors an extensive selection of active investment strategies for a broad range of asset classes. As per end of June 2021, Robeco had EUR 200 billion in assets under management, of which EUR 177 billion is committed to ESG integration. Robeco is a subsidiary of ORIX Corporation Europe N.V.

TwentyFour Asset Management is a specialist fixed income fund manager, headquartered in the city of London and a boutique of the Swiss based Vontobel Group. Since inception in 2008, TwentyFour has built an enviable reputation for performance, expertise and innovation in its chosen sector.
We specialise in fixed income, nothing else. This focus means that all our resources and people are managing one asset class with no distractions. This allows us to concentrate on delivering the best outcomes for our clients. We currently have £22.0bn in assets under management (as at 31.04.2022). Our product offerings are for both professional and institutional clients, and our portfolio management teams cover three distinct business areas with a high degree of collaboration.

Royal London Asset Management (RLAM), is a unique asset manager: with a mutual ownership structure and managing more than £160 billion of assets, RLAM has a long history of success, delivering key investment strategies in for its clients.
We offer a broad range of investment strategies across a range of strategies in core asset classes including, but not limited to; cash, equities, fixed income, sustainable investments, multi asset, property and absolute return. We are also a market-leader in responsible investment, with a philosophy that flows through everything we do. It involves being a responsible steward of assets, promoting responsible investment and offering a range of sustainable and responsible investment options.

As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries and high net worth individuals.

For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. We are responsible for £731.6 billion of assets for our clients who trust us to deliver sustainable returns through times of economic prosperity and of uncertainty (as at 31 December 2021).

As an active investment manager we believe that we have an important role to play in driving better outcomes for our clients and society as a whole.

Scottish Widows enjoys a proud history, helping people plan for their financial futures for over 200 years. Today, as one of the most recognised and trusted brands in its sector*, they have over 6 million customers across a broad product range, including life cover, critical illness, pensions, annuities, savings and investment products.

The brand is known for its iconic advertising, with a series of famous commercials using its living logo – the Scottish Widow, created over 30 years ago.

‘Taking on your Future Together’ is the current advert to feature the Scottish Widow and it underpins everything they do – from delivering expertise, guidance and insight, to providing products to help people plan for their futures.

Scottish Widows has been recently recognised for its service by both intermediaries and employers, securing 5 Star ratings at the Financial Adviser Service Awards 2021 and winning the UK Pensions Awards for DC Pension Provider of the Year and DC Master Trust of the Year.

* Spontaneous Awareness rank: 1, Trust (Character) rank: 3, Trust (Competence): 3. IPSOS, November 2021.

At Standard Life we care about our customers and their futures. Our ambition is to help people secure a life of possibilities.
The Standard Life brand has been trusted to care for people’s savings and retirement needs for nearly 200 years. As part of Phoenix Group, we offer support, guidance and solutions to help millions of people on their journey to and through retirement.
We provide a wide range of savings and retirement products for individuals and employers, whether starting your life savings with a workplace or personal pension scheme, or looking to plan your retirement income using individual annuities or innovative solutions such as equity release mortgages. We also offer Defined Benefit solutions for occupational pension schemes, to help trustees and companies protect scheme member benefits.
We’re integrating sustainability into everything we do, so you can continue to rely on us. Not just today, but for years to come.

For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $4.14 trillion† under our care.

*Pensions & Investments Research Center, as of 12/31/20.
†This figure is presented as of December 31, 2021 and includes approximately $61.43 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.

Thomas Lloyd is one of the longest-established and most experienced investors in sustainable energy infrastructure in emerging markets in Asia. Our sole focus as a group is on the financing, constructing and operation of renewable energy projects. We constructed the Philippines' first ever renewable energy plant, establishing an operational platform in the region that allows us to efficiently deploy capital where it makes the greatest impact. We were an early signatory of the UN PRI and are an accredited partner to the IFC.

ThomasLloyd has more than a decade of proven hands-on experience of direct investing across India and Southeast Asia in solar, biomass and other proven sustainable technologies. With offices across Europe and North America and an on-the-ground presence in India, the Philippines, Hong Kong and Singapore, our investment model is underpinned by the expertise of our local teams and partners combined with the resources and backing of a global organisation. In 2021, ThomasLloyd Group was the first organisation to receive funding from the UK governments Foreign Commonwealth and Development Office’s MOBILIST competition to mobilise investment in sustainable infrastructure in emerging and developing countries.

www.thomas-lloyd.com

UBP is a Swiss family-owned business with GBP 130 billion worth of assets under management (as at 31/12/2021) and a firm belief that sustainable and responsible investment choices are beneficial for long-term returns. That belief is manifested by UBP’s strong and evolving Responsible Investment Policy, and our Impact Investing platform is a clear example of the innovation arising from this approach. Multi-lateral engagement furthers our efforts and UBP’s commitment is shown through it being signatories of the UNPRI since 2012, and UBP is particularly proud to be a member of the Cambridge Institute for Sustainability Leadership’s (CISL) “Investment Leaders Group”.

Wellington Management serves as a trusted adviser for institutions in over 60 countries. Our innovative investment solutions are built on the strength of rigorous, proprietary research and span nearly all sectors of the global securities markets.
Our long-term view and interests are aligned with those of our clients. To better assess risks and opportunities in client portfolios, we have integrated the analysis of environmental, social, and corporate governance (ESG) factors into our investment and risk-management processes firmwide. Our dedicated ESG team provides our investors with proprietary research and insight to support ESG considerations, incorporating analytics, company engagement, and in-depth portfolio reviews.
Wellington has entered into a collaborative initiative with the Woodwell Climate Research Center (WCRC) — the world’s leading independent climate research institute — to integrate climate science and asset management. Our new alliance will focus on creating quantitative models to help analyze and better understand how and where climate change may impact global capital markets.
Learn more about sustainable investing at our firm: www.wellingtonfunds.com/sustainable-investing