The Funds currently invest in shares and bonds from all over the world, however to date have favoured those in the UK. The Funds will now invest more outside of the UK, which we, as investment manager, believe should help improve your long-term returns.
We believe that moving to a global approach for the Fund means investors will benefit from increased diversification. This applies both to regional and currency exposure, increasing global investment opportunities for the investment manager. Being global will also provide a reduction in the underlying future transaction costs which will be reflected in the performance of the underlying assets.
When investing in shares, we aim to apply a screening process to reduce the Fund’s exposure to companies that are not aligned with our responsible investing policy or long-term climate commitments. We’ll now also apply this approach to the investment grade bonds.
