About This Fund

A strategy for charity investors who seek to promote alignment with the goals of the Paris Agreement, whilst generating long-term capital and income growth.

Decarbonisation requires an economy-wide transition. As such, this fund does not avoid carbon-intensive sectors or focus narrowly on ‘green’ investments. We also look for companies that will be resilient to the physical impacts of climate change. Not all companies are aligned with the Paris goals, but we seek to identify those that have the potential to implement a net-zero pathway.

In addition to enhanced climate analysis, we will use targeted engagement and policy outreach to help deliver on the objectives.

Key Benefits

A focus on real-world emission reductions. We do not avoid carbon-intensive companies, but rather focus on proactive engagement with companies, policymakers and regulators.

Detailed fundamental assessments of climate exposure. In addition to the commonly used carbon footprint methodologies, we seek to understand the economic consequences of climate change on businesses both in terms of physical risk and transition opportunity.

Specialist expertise from our Climate Active Advisory panel. Consisting of climate, business and policy experts, they offer unique insights that help us prioritise our activities and focus our engagements. 

How we invest for this fund

The fund seeks investments in three categories:

Climate-positive investments, which we believe to be the winners in a 1.5°C-aligned world. These companies focus on offering solutions to climate challenges.

Climate transformers, the potential climate transition leaders operating in high-carbon supply chains. Their decarbonisation is vital to delivering the Paris Agreement goals. These are the companies we target for more detailed climate analysis and engagement.

Climate-neutral investments, where climate risks and opportunities are less material, but offering other strong thematic factors.