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

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.