• HOME
  • About Us
    • Ronald Summerfield
    • Trustees >
      • History of the Trust
    • Administration of the Trust
    • Legacies and Donations
  • What We Fund
  • How To Apply
  • News & Info
  • Grants Paid
    • Gallery
    • Grants Paid Reports
  • Contact us
  • Grants Paid Reports
Summerfield Charitable Trust

The Trust has moved it’s investments to Sarasin and Partners

21/1/2020

0 Comments

 
Sarasin & Partners have an exclusionary ethical policy in place for the Summerfield Charitable Trust details of this policy can be found in the Sarasin Guide to Ethical Exclusions accessible via the Sarasin & Partners website.  The policy is summarised below:

​There will be no holdings in companies with exposure to the production of tobacco or tobacco-related manufacturing
  • The portfolio will also avoid investment in companies that generate significant revenues from:
  • Alcohol
  • Armaments
  • Gambling
  • Adult entertainment
In addition to this exclusionary policy Sarasin & Partners consider ourselves stewards of our clients’ assets, a mind-set that is guided by a commitment to think like owners of the companies in which we invest, rather than simply holders of the shares takes. We take an active and responsible approach to investment with the principles of stewardship are embedded at the heart of our investment process.
 
The analysis of environmental, social and governance (ESG) factors form an integral part of the consideration for every investment decision. We strongly believe that this analysis must be conducted by our equity and fixed income teams as any material risks and opportunities from ESG issues will influence the valuation of each company. We also have specialist stewardship analysts within the team, who advise on company engagements and lead our policy outreach work.
 
We score each potential investment separately on the environmental, social and governance factors and then build an overall ESG score with a range from A to E (where A is exemplary and E is un-investable), which then feeds into the valuation methodology of each company.
0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    Tweets by @SummerfieldNews

    RSS Feed

    Categories

    All
    Applying For A Grant
    Arts
    Charities
    Cheltenham
    Cheltenham Literature Festival
    Community Groups
    Education
    Environmental
    Grants Awarded
    Past Grants
    Projects Funded
    Rural Communities
    Schools
    Science Festival
    Tewkesbury
    Theatre
    Trustees
    Trust News And Events
    Voluntary Groups
    Youth

    Archives

    October 2021
    April 2021
    January 2021
    November 2020
    May 2020
    January 2020
    August 2019
    March 2019
    January 2019
    October 2018
    July 2018
    July 2017
    March 2016
    September 2015
    August 2015
    May 2015
    January 2015
    December 2014
    July 2014
    April 2014
    March 2014
    February 2014
    December 2013
    November 2013
    September 2013
    August 2013
    July 2013
    June 2013
    May 2013
    April 2013
    March 2013

    RSS Feed

ABOUT US
WHAT WE FUND
USEFUL LINKS
PRIVACY STATEMENT

CONTACT US


ADMIN & TRUSTEE LOGIN
Registered Charity number 802493
© 2018 Summerfield Charitable Trust  
Site maintained by The Summerfield Charitable Trust