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For the past 20 years we have been running our Sustainable Future (SF) funds. They are based on the belief that in a fast-changing world the companies likely to survive and thrive are those helping to create a cleaner, safer and healthier society.
We combine negative and positive screening with identifying key structural growth trends that will shape the sustainable global economy of the future. We view the world through three megatrends: better resource efficiency (cleaner), improved health (healthier) and greater safety and resilience (safer) – and then identify 21 themes within these.
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Making money from good work
We also require excellence in environmental, social and governance (ESG), and our holdings will tend to have processes in place to manage customer relationships, employees and supply chains. We have long believed that outperformance on social issues will deliver more resilient businesses over the long term. We bring all this information into our forecast earnings for companies, only selecting those that can make money from their good work.
The shift to personalised medicine
Illumina (Nasdaq: ILMN) is a global leader in gene sequencing and a great example of a company exposed to a powerful trend. Held under our enabling-innovation-in healthcare theme, the company’s ability to read and interpret a patient’s DNA is a core first step in the shift towards more personalised medicines and it continues to lower the cost of gene sequencing over time. Their work is a highly positive development for patients.
Learning Technologies Group (Aim: LTG), which fits into our providing-education theme – part of the improved-health megatrend – boasts a collection of e-learning, compliance, training, human resources software and content brands. The company continues to consolidate the e-learning sector with acquisitions designed to cross-sell to new customers and access new technologies and geographies.
A low-cost investment platform
Avanza Bank Holding (Stockholm: AZA) is an investment platform based in Sweden serving around 1.4 million individuals. By providing a low-cost way for people to manage their savings and investments, it is exposed to our saving-for-the-future theme. The company releases monthly data on new customer numbers, net inflows and trading volumes, and continues to surprise us with its growth and engagement levels of the customer base.
Over our first 20 years of managing the SF funds, our process was successful precisely because it identified companies that have provided something society needs, and this will hold true for the next 20 years and beyond. What 2020 revealed clearly, however, is that the economy and capital markets have to be the servants of society and not the other way around. A sustainable society needs to provide opportunities for everyone and also operate within planetary boundaries in a way that preserves and enhances nature.
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Should you buy an active ETF?ETFs are often mischaracterised as passive products, but they can be a convenient way to add active management to your portfolio
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Power up your pension before 5 April – easy ways to save before the tax year endWith the end of the tax year looming, pension savers currently have a window to review and maximise what’s going into their retirement funds – we look at how
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RTX Corporation is a strong player in a growth marketRTX Corporation’s order backlog means investors can look forward to years of rising profits
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Profit from MSCI – the backbone of financeAs an index provider, MSCI is a key part of the global financial system. Its shares look cheap
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'AI is the real deal – it will change our world in more ways than we can imagine'Interview Rob Arnott of Research Affiliates talks to Andrew Van Sickle about the AI bubble, the impact of tariffs on inflation and the outlook for gold and China
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Should investors join the rush for venture-capital trusts?Opinion Investors hoping to buy into venture-capital trusts before the end of the tax year may need to move quickly, says David Prosser
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Food and drinks giants seek an image makeover – here's what they're doingThe global food and drink industry is having to change pace to retain its famous appeal for defensive investors. Who will be the winners?
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Barings Emerging Europe trust bounces back from Russia woesBarings Emerging Europe trust has added the Middle East and Africa to its mandate, delivering a strong recovery, says Max King
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How a dovish Federal Reserve could affect youTrump’s pick for the US Federal Reserve is not so much of a yes-man as his rival, but interest rates will still come down quickly, says Cris Sholto Heaton
