We are an independent investment business with a simple and transparent investment approach. We offer clients the benefits of a long-term perspective and partnership culture.

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Stewardship

To us, good stewardship is about looking after our clients’ savings as though they were our own — with good judgement and care. It’s also about being a responsible owner of the businesses we invest in.

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    1 minute

    SASB Report 2024

    This report reflects information and data for the year ended 31 December 2024.

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  • 145 minutes
    1 minute

    Stewardship Code Report 2024

    Engaging with companies and voting at company meetings are important parts of our investment process. This report sets out our activities in this area and how these align with the UK Stewardship Code.

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  • 28 minutes

    Stewardship Report 2024

    Our activities, company engagment, and voting at meetings during 2024

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  • 19 minutes

    Our engagement policy

    Our stewardship activities are an integral part of our approach to investment, being one of our three foundational principles.

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  • 9 minutes

    Our voting policy

    We regard shareholder voting as an important means of communicating with companies to promote good stewardship of our clients’ assets. This summary explains how we reach our voting decisions.

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  • 16 minutes

    SASB Report 2023

    This report reflects information and data for the year ended 31 December 2023.

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Collaborative engagements

2022 PRI Advance Endorser

Advance, the Principles for Responsible Investment’s initiative that seeks to advance human rights and positive outcomes for people through investor stewardship.

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Ceres

Ceres is a global investor engagement initiative focused on driving corporate action to address broad water impacts. Investors participating in this initiative engage large companies from four water-intensive industries to value and act on water as a financial risk, and drive the large-scale change needed to better protect water systems.

Visit Ceres