Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Investment Themes
Our team of experts have carefully selected five positive themes that sit at the heart of our stock selection process. We exclusively invest in companies that offer solutions to ongoing challenges within the following sectors:
Clean Energy
Clean Energy
- Renewable Energy
- Electric Vehicles
- Public Transport
- Efficient Heating
- Cooling
The Funds exclude companies that generate revenue from controversial sectors within the economy.
Food
Food
- Agriculture Supplies
- Food Packaging
- Food Testing & Safety
The Funds exclude companies that generate revenue from controversial sectors within the economy.
Health
Health
- Vaccines, Diagnostics
- Medical Technology
- Healthcare Equipment
The Funds exclude companies that generate revenue from controversial sectors within the economy.
Resource Efficiency
Resource Efficiency
- Recycling & Waste
- Safety & Protection
- Lighter Materials
- Waste to Energy
The Funds exclude companies that generate revenue from controversial sectors within the economy.
Water
Water
- Water Technology & Infrastructure
- Desalination
- Efficient Pumps
- Smart Metering
The Funds exclude companies that generate revenue from controversial sectors within the economy.
Robust investment process
Quilter Cheviot’s team of sustainable investment specialists actively invest across asset classes according to economic and market conditions.
This multi-asset investment approach helps to reduce the volatility of returns over the longer term without compromising the income that is generated.
1. Asset Allocation
The Funds reflect Quilter Cheviot’s house views on asset class allocation according to either a balanced or growth risk profile.
2. Regional Allocation
The Sustainable Investment team draw on:
- In-house research by dedicated analysts
- Management meetings
- Broker research
3. ESG factor integration
24 in-house analysts providing best-of-breed recommendations with integrated ESG factor analysis.
4. Sustainability analysis
The Sustainable Investment team overlay the positive and negative criteria.
5. Climate Assets Investable Universe
Stock selection and investment timing is driven by valuation metrics.
6. Climate Assets Stock Selection
Oversight of the Funds’ strategy is provided by the Quilter Cheviot Chief Investment Strategist.
Portfolio construction
Negative criteria
We use independent research and analysis to ensure our exclusion criteria are applied fairly and consistently. A considered approach is taken for applying each exclusion, incorporating strategic revenue and materiality assessments where appropriate.