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Investing for a better future
Environmental, Social & Governance (ESG) investing is focused on building a brighter, sustainable future for us all and generating long-term investment returns through the allocation of capital across assets that meet strict environmental, social and governance criteria. By working together we can achieve these goals.
We now have a full suite of ESG funds available to our customers:
- Multi-Asset ESG Fund
- Global Equity Impact Fund
- Global Corporate Bond SRI Fund
You can read more about our beliefs and those of our investment partner, abrdn here.
Addressing the world's long-term challenges
The fund invests in a globally diversified portfolio of assets that meet strict environmental, social and governance criteria and actively contribute to a fairer, more sustainable world.
Typically, the fund will take a balanced view on lower and higher risk assets, by holding a mix of global equities and global investment grade fixed income securities.
Equities - Investing for impact
The equity approach is to invest for impact. So, in companies whose products and services have a positive and measurable societal and environmental impact on the world.
Bonds - Socially responsible approach
The bonds take a socially responsible approach and aim to invest in securities from companies that: have a lower carbon footprint that other companies in the same industry; are tilted towards higher ESG scoring companies and those with lower risks around people and the planet.
In terms of how the fund is built, the allocation will be 50:50 between Impact equities and Global Investment Grade SRI Corporate bonds. This fund will be rebalanced to 50:50 each month.
Investing for Impact
The Standard Life Global Equity Impact Fund seeks to generate long-term capital growth by investing in a concentrated portfolio of 35-60 global companies which aim to create positive measurable environmental and/or social impacts.
The fund is broad in its intentions. It seeks to address numerous issues relating to climate change, rising inequalities and unsustainable production and consumption. It does this by investing in impact areas such as sustainable energy, recycling practices, health and social care, sanitation, education and employment, agriculture, housing and financial inclusion.
You can learn more about how the companies in this fund make a measurable positive impact on the world in the video below:
Socially Responsible Investing
The Standard Life Global Corporate Bond Sustainable and Responsible Investment (SRI) Fund seeks to generate strong long-term performance by investing predominantly in global investment grade corporate bonds.
The bonds take a socially responsible approach and aim to invest in securities from companies that:
- have a lower carbon footprint that other companies in the same industry
- are tilted towards higher ESG scoring companies and those with lower risks around people and the planet.