Global Equity

We understand the importance of climate change and how acting now can make a real, positive impact to the world we’ll live in tomorrow. As we look to become an even more sustainable company, we’re making some changes to the way we manage our investments, to help benefit both our customers and our planet.

Your planet, your money, invested your way

We’re aiming to focus our investments more on companies that are actively contributing in the fight against climate change. We’ll do this by carefully choosing businesses that rely less on fossil fuels, produce less carbon dioxide and generate more of their income from activities that have less of an impact on the environment.

What’s changing?

We’re making some exciting changes to our Global Equity Fund, which will all be live from 01 September 2020:

Refocusing the Investment Objective/Policy

Our Global Equity Fund aimed to provide growth by investing in global shares. We’ll now focus on investing 100% of the fund in global shares of companies that are contributing towards creating a low-carbon future

Simplifying the Charging Structure

We want to be more transparent with our charging structure. Moving from Ongoing Charges of 1.09%, consisting of a 1% fixed charge, plus variable administration costs of up to 0.30% (previously 0.09%). Instead, fixing Ongoing Charges at a new, simple flat fee of 1.10%, helping remove any previous uncertainty about the Ongoing Charges our customers paid

Important information

The documents below set out the detail of the changes being made to our funds we have products invest into (all of which were passed in a vote on 28 July 2020):

Frequently Asked Questions

Hopefully we’ve covered everything below, but if you have any other questions please feel free to send them to us at [email protected].