Shifting to a sustainable investment approach

6 November 2017
Our RLP UK Ethical pension fund becomes RLP Sustainable Leaders fund, in a move that reflects our sustainable approach to investment.

We are changing the strategy and focus of the fund to a sustainable approach. The new enhanced approach will have an emphasis on investing in companies who can demonstrate strong environmental, social and governance (ESG) management.

The fund will continue to apply negative screens and exclude companies from certain sectors. However, there will now be an additional emphasis on investing in companies who can demonstrate strong ESG management.  Each holding within the fund will now have to meet strict ESG criteria in addition to the negative screens.

Mike Fox, Head of Sustainable Investments at award-winning Royal London Asset Management (RLAM) will continue to manage the fund.

A distinctive investment approach

RLAM’s sustainable team favours a distinctive investment approach, integrating the consideration of ESG issues, alongside financial analysis throughout the investment process. Every holding has to meet key criteria and the team actively engage with the companies in which they invest to champion best practice on behalf of clients. They also challenge companies on issues such as environmental policy and corporate governance standards.

The fund’s objective

As a result of these changes the RLP Sustainable Leader fund’s objective has changed to a UK growth fund focusing on the core themes of the environment, human welfare and sustainability to generate superior investment returns. The fund aims to provide first quartile performance over a rolling three year period measure against the UK All Companies Sector. The Fund also aims to outperform the FTSE All-Share index.

Read more about our approach to responsible investment

Last updated: 06 Nov 2017

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.