Cazenove Capital has published its latest sustainability and impact investment reports.
The reports outline how the sustainability performance of the firm’s Sustainable Growth Fund for private clients and Responsible Multi-Asset Fund for charities.
Highlights of the Cazenove Sustainable Growth Fund Sustainability and Impact Report include:
• 100% of the investments in the fund act to avoid harm and 27%1 are in holdings which actively contribute to tackling the worlds biggest challenges, such as climate change and inclusion
• Per £1 million invested in the fund, an estimated 367 people stand to benefit through the provision of healthcare, housing, financial inclusion and access to digital services
• Per £1 million invested in the fund, an estimated 139 tonnes of CO2 is avoided, which is the equivalent to the carbon absorbed by 2,292 trees
• The fund has a carbon footprint that is about 50% lower than the equity market average and has committed to achieving net zero by 2050 or sooner
• Over the three years to 31 December 2022, the fund delivered a return of 20.7% compared to the peer group return of 3.5%, as represented by the ARC steady Growth Index
Kate Rogers, Global Head of Sustainability, Cazenove Capital says, “Our goal is to bring together investors and managers in a collaborative approach to drive climate and social action, and deliver profit with purpose. With a shared vision, radical transparency and active client participation, we believe we can make positive change.”
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