Responsible
investing

Our approach

As a leading asset management firm investing on behalf of our clients, we are committed to investing responsibly and offering sustainable and ethical themed products.

This includes helping to contribute to efficient economic development and job creation by investing in well run companies. We also strive to uphold high ethical standards in how we behave as investors. And we are increasingly integrating environmental, social and governance factors into our investment decisions, to help contribute to a more sustainable economy and society, including contributing to the long term management of climate change risks. Stewardship of the companies we invest in is important to us and we regularly meet with company management.

Considering environmental, social and governance factors in our investment process >

We are increasingly focused on integrating environmental, social and governance (ESG) factors alongside financial factors in our investment processes including our decisions as genuinely active investors to hold individual underlying investments in our portfolios. We believe this is important to enable us to deliver strong and durable performance to our clients and to meet our broader investment responsibility.

Once we have invested in a company, we take our stewardship responsibilities seriously by meeting companies and having productive dialogue with company management and their boards. And we aim to actively vote at company meetings when we get the opportunity.

Social
Social

Sustainable & ethical funds

We offer a range of specialist sustainable and ethical funds. The fund managers, along with Premier Miton’s Head of Responsible Investing, undertake additional research as part of the investment process to include sustainable and ethical factors as appropriate. These fund managers will report on how they have delivered against the funds’ non-financial considerations, for example against the UN Sustainable Development Goals.

Premier Miton
Ethical Fund

A UK equity growth fund seeking to invest in companies with a positive societal footprint.
Learn more >

Premier Miton Global
Sustainable Growth Fund

A global equity growth fund focussed on long-term sustainable growth themes.
Learn more >

Premier Miton Global
Sustainable Optimum
Income Fund

A global equity income fund focussed on long-term sustainable growth themes.
Learn more >

Premier Miton
Global Renewables Trust

An income focussed investment trust focused on investing in global renewable energy sectors and other sustainable infrastructure investments.
Learn more >

Meeting companies

We aim to have contact with all our investee companies at least annually.

We usually meet with a company’s management team annually, and additionally occasionally with their non-executive board directors, including their Chairperson. These meetings are designed to increase our understanding of a company’s strategy and operations as well as discussing ESG factors.

We believe this ongoing engagement process plays an important role in helping to assess the broad investment case for buying, holding or selling a holding in a company, as well as allowing us the opportunity to promote good practice covering environmental, social and governance factors to encourage further, positive change. 

Principles of Responsible Investing

PRI

To demonstrate our commitment to responsible investing we have signed up to the Principles for Responsible Investment (PRI), a United Nations supported global initiative that promotes responsible investing through 6 principles that guide investors.

The 6 Principles for Responsible Investment are a voluntary and aspirational set of investment principles that offer a menu of possible actions for incorporating ESG issues into investment practice. The Principles were developed by investors, for investors. In implementing them, signatories contribute to developing a more sustainable global financial system.

1

We will incorporate ESG issues into investment analysis and decision-making processes.

2

We will be active owners and incorporate ESG issues into our ownership policies and practices.

3

We will seek appropriate disclosure on ESG issues by the entities in which we invest.

4

We will promote acceptance and implementation of the Principles within the investment industry.

5

We will work together to enhance our effectiveness in implementing the Principles.

6

We will each report on our activities and progress towards implementing the Principles.
“As institutional investors, we have a duty to act in the best long-term interests of our beneficiaries. In this fiduciary role, we believe that environmental, social, and corporate governance (ESG) issues can affect the performance of investment portfolios (to varying degrees across companies, sectors, regions, asset classes and through time).

We also recognise that applying these Principles may better align investors with broader objectives of society. Therefore, where consistent with our fiduciary responsibilities, we commit to the following:

Principle 1: We will incorporate ESG issues into investment analysis and decision-making processes.

Principle 2: We will be active owners and incorporate ESG issues into our ownership policies and practices.

Principle 3: We will seek appropriate disclosure on ESG issues by the entities in which we invest.

Principle 4: We will promote acceptance and implementation of the Principles within the investment industry.

Principle 5: We will work together to enhance our effectiveness in implementing the Principles.

Principle 6: We will each report on our activities and progress towards implementing the Principles.

The Principles for Responsible Investment were developed by an international group of institutional investors reflecting the increasing relevance of environmental, social and corporate governance issues to investment practices. The process was convened by the United Nations Secretary-General.

In signing the Principles, we as investors publicly commit to adopt and implement them, where consistent with our fiduciary responsibilities. We also commit to evaluate the effectiveness and improve the content of the Principles over time. We believe this will improve our ability to meet commitments to beneficiaries as well as better align our investment activities with the broader interests of society. We encourage other investors to adopt the Principles.”

UN Sustainable Development Goals

We use the United Nations Sustainable Development Goals as part of our process for assessing and measuring the non-financial outcomes of how we invest.

The UN SDGs are the globally recognised framework for reporting sustainable outcomes. The 17 Sustainable Development Goals (SDGs) were adopted by all United Nations Member States in 2015 and provide a shared blueprint for peace and prosperity on the planet, now and in the future. They recognize that ending poverty and other deprivations must go hand-in-hand with strategies that improve health and education, reduce inequality, and spur economic growth – all while tackling climate change and working to preserve our oceans and forests. 

CDP climate change disclosure programme

In 2020 we participated for the first time in the carbon disclosure programme (CDP) by submitting a climate change response for Premier Miton Group plc. The aim of this work is to set an internal benchmark for our climate change performance and to highlight areas where we need to improve. For 2020 we were delighted to achieve a B score. You can find out more about CDP by visiting their website at www.cdp.net.

Looking forward, we will be taking the learnings from the CDP response process and continue our focus to support the transition to a net-zero carbon economy.

Disclaimer

This section of the website and the content it contains is for retail clients only. Professional advisers should refer to the Professional Advisers site.

The content of the pages of this website is for your general information only. It, and the products and services described within it, are subject to change without notice. We shall not be liable to you, or any third party, for any amendment, modification, suspension or discontinuance of any product or service described on our website. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or appropriateness of the information and materials made available on this website.

You acknowledge that such information may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. Your use of any information or materials is entirely at your own risk, for which we shall not be liable.

The information contained on this website does not constitute an offer or solicitation to sell or purchase shares in the funds or portfolios or to provide you with other products or services. Any application or investment must only be made on the basis of the relevant documentation of the investment, such as, for example, terms and conditions. The information on this website does not constitute any investment, tax, legal or other advice. Persons who do not have professional experience in matters relating to investments should always consult with an independent financial adviser before making an investment decision. Any opinion expressed on individual funds, services or products represent the views of the individual at the time of preparation and should not be interpreted as a personal recommendation to buy or sell or otherwise trade all or any of the investments that may be referred to.

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Website terms of use: Please ensure you have read and accept the full 'website terms of use' before continuing.

Read the full 'website terms of use' >

Disclaimer

This section of the website and the content it contains is for professional financial advisers only and should not be relied upon, or circulated to, retail clients. Retail clients should refer to the Private Investor's site.

The content of the pages of this website is for your general information and use only. It, and the products and services described within it, are subject to change without notice. We shall not be liable to you, or any third party, for any amendment, modification, suspension or discontinuance of any product or service described on our website. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or appropriateness of the information and materials made available on this website.

You acknowledge that such information may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. Your use of any information or materials is entirely at your own risk, for which we shall not be liable.

The information contained on this website does not constitute an offer or solicitation to sell shares in the funds or portfolio or to provide you with other products or services. Any application or investment must only be made on the basis of the relevant documentation of the investment, such as, for example, terms and conditions. The information on this website does not constitute any investment, tax, legal or other advice. Persons who do not have professional experience in matters relating to investments should always consult with an independent financial adviser before making an investment decision. Any opinion expressed on individual funds, services or products, represent the views of the individual at the time of preparation and should not be interpreted as a personal recommendation to buy or sell or otherwise trade all or any of the investments that may be referred to.

Cookies: We use some cookies on our website as most websites do. By using our website, you agree that we can place these cookies on your device.

Find out more about the cookies we use >

Website terms of use: Please ensure you have read and accept the full 'website terms of use' before continuing.

Read the full 'website terms of use' >

Disclaimer

This section of the website and the content it contains is for retail clients only. Professional advisers should refer to the Professional Advisers site.

The content of the pages of this website is for your general information only. It, and the products and services described within it, are subject to change without notice. We shall not be liable to you, or any third party, for any amendment, modification, suspension or discontinuance of any product or service described on our website. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or appropriateness of the information and materials made available on this website.

You acknowledge that such information may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. Your use of any information or materials is entirely at your own risk, for which we shall not be liable.

The information contained on this website does not constitute an offer or solicitation to sell or purchase shares in the funds or portfolios or to provide you with other products or services. Any application or investment must only be made on the basis of the relevant documentation of the investment, such as, for example, terms and conditions. The information on this website does not constitute any investment, tax, legal or other advice. Persons who do not have professional experience in matters relating to investments should always consult with an independent financial adviser before making an investment decision. Any opinion expressed on individual funds, services or products represent the views of the individual at the time of preparation and should not be interpreted as a personal recommendation to buy or sell or otherwise trade all or any of the investments that may be referred to.

Cookies: We use some cookies on our website as most websites do. By using our website, you agree that we can place these cookies on your device.

Find out more about the cookies we use >

Website terms of use: Please ensure you have read and accept the full 'website terms of use' before continuing.

Read the full 'website terms of use' >

Disclaimer

This section of the website and the content it contains is for professional financial advisers only and should not be relied upon, or circulated to, retail clients. Retail clients should refer to the Private Investor's site.

The content of the pages of this website is for your general information and use only. It, and the products and services described within it, are subject to change without notice. We shall not be liable to you, or any third party, for any amendment, modification, suspension or discontinuance of any product or service described on our website. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or appropriateness of the information and materials made available on this website.

You acknowledge that such information may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. Your use of any information or materials is entirely at your own risk, for which we shall not be liable.

The information contained on this website does not constitute an offer or solicitation to sell shares in the funds or portfolio or to provide you with other products or services. Any application or investment must only be made on the basis of the relevant documentation of the investment, such as, for example, terms and conditions. The information on this website does not constitute any investment, tax, legal or other advice. Persons who do not have professional experience in matters relating to investments should always consult with an independent financial adviser before making an investment decision. Any opinion expressed on individual funds, services or products, represent the views of the individual at the time of preparation and should not be interpreted as a personal recommendation to buy or sell or otherwise trade all or any of the investments that may be referred to.

Cookies: We use some cookies on our website as most websites do. By using our website, you agree that we can place these cookies on your device.

Find out more about the cookies we use >

Website terms of use: Please ensure you have read and accept the full 'website terms of use' before continuing.

Read the full 'website terms of use' >