TrinityBridge has adopted the FCA’s Sustainability Disclosure Requirements (SDR) label on its Sustainable Balanced Portfolio. The group has applied the Sustainability Mixed Goals label to the fund.
Published by the FCA in late 2023, the SDR framework aims to improve public understanding of sustainable investments and ensure consistency and transparency in how UK investment funds are labelled and disclosed.
As part of this, the FCA created four sustainability labels that funds can apply for and use if they meet the relevant criteria. The Sustainability Mixed Goals label is intended for investment products that pursue a combination of sustainability objectives, drawing on approaches from at least two of the other label categories (Sustainability Focus, Sustainability Improvers and Sustainability Impact).
See also: Investment industry calls for clarity as FCA ‘pauses’ SDR rollout for MPS
The £100m TrinityBridge Sustainable Balanced Portfolio fund was launched to provide access to a sustainable version of the firm’s long-established multi-asset class directly invested fund range. Today, the fund aims to generate long-term returns while also supporting and promoting a low carbon economy, investing both in companies with low carbon intensity operations and those that are committed to demonstrably improving their carbon intensity within a clearly identified timeframe.
The portfolio is managed by Giles Parkinson, head of equities, with assistance from Richard Stroud and Henry Frewer and input from the Responsible Investment team headed by Charlie Willans.
John Edmeads, head of wealth planning at TrinityBridge, said: “Investing sustainably does not mean having to compromise on geographic diversity, use of different asset classes, or the taking on of more risk. Our Sustainable Balanced fund focuses on clear sustainability metrics which clients can understand and care about, while enabling a portfolio to be constructed from best-in-class companies across the globe.
“The successful adoption of the SDR Sustainability Mixed Goals label for the Sustainable Balanced fund validates this approach and means investors can be confident that their money is being invested to achieve the fund’s objectives of supporting a lower carbon economy. This will also form the foundation for further development of the TrinityBridge Sustainable funds range.”
This article originally appeared in our sister publication, Portfolio Adviser
