F&C ASSET MANAGEMENT
The Responsible Funds Range offers clients a broad range of investment options, from ethically- screened UK and global equity offerings to thematic funds, screened fixed income and sustainability-orientated emerging market equities, including those previously under the Stewardship name.
The F&C Responsible Funds Range is built on a substantial specialist in-house resource, including a team of 14 dedicated environmental, social and governance experts conducting research, engagement and voting, and 17 fund managers involved in their management.
The new funds names are as follows:
Old name | New name |
OEICs | |
F&C Stewardship Growth Fund | F&C Responsible UK Equity Growth Fund |
F&C Stewardship Income Fund | F&C Responsible UK Income Fund |
F&C Ethical Bond Fund | F&C Responsible Sterling Bond Fund |
F&C Stewardship International Fund | F&C Responsible Global Equity Fund |
SICAVs | |
F&C Stewardship International | F&C Responsible Global Equity |
F&C Sharia Sustainable Opportunities | F&C Responsible Sharia Global Equity |
Commingled (Cayman) | |
F&C Emerging Markets Equity ESG | F&C Responsible Emerging Markets Equity ESG Fund |
F&C Emerging Markets Equity ESG Screened | F&C Responsible Emerging Markets Equity ESG Screened Fund |
www.fandc.com
"We've chosen the term 'Responsible' to account for not only the ethical and sustainable screening, but also the importance of the active ownership programme of engagement and voting undertaken in these funds - a key feature of F&C's Responsible Investment approach," said Vicki Bakhshi, Director at F&C Investments.
Effective from January 1, 2015, the F&C Responsible Funds range will be supported by a new and independent F&C Responsible Investment Advisory Council, chaired by Howard Pearce, a leading figure in the responsible investment world. The council will take on the oversight from the present Committee of Reference and will focus on providing advice on ethical and sustainability criteria, helping F&C maintain the strict ethical standards by which the funds are run.
F&C is focused exclusively on managing money for its clients. It manages assets for a combination of insurance clients, institutional investors, intermediaries and private individuals. F&C invests across all major asset classes - equities, fixed income and property - and has specialist expertise in asset allocation, alternative investments, liability driven investments, multi-manager, private equity funds and Environmental Social and Governance (ESG) Investing. The F&C Group includes F&C REIT, a global real estate asset manager.
F&C has a strong footprint in the U.K. and the rest of Europe with assets under management of approximately £83 billion as at June 30, 2014. F&C has a rich heritage that dates back almost 150 years and can be traced back to the founding in 1868 of the Foreign & Colonial Investment Trust.
F&C is a part of BMO Global Asset Management, a global investment manager with more than
$281 billion in assets under management, including discretionary and non-discretionary assets under management, and more than $163 billion in assets under administration as of June 30,
2014. BMO Global Asset Management is a part of BMO Financial Group (NYSE:BMO), a highly
diversified financial services organization based in North America with approximately 47,000 employees as of July 31, 2014.
Past performance should not be seen as an indication of future performance. The value of investments and income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount inve sted. The information, opinions estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time. F&C Group Companies may from time to time deal in investments mentioned herein on behalf of their clients. The source of information in all graphs is F&C unless otherwise stated. F&C Management Limited is a uthorised and regulated by the Financial Conduct Authority FRN: 119230 F&C Management Limited is a member of the F&C Group. The F&C Group is wholly owned by BMO Global Asset Management (Europe) Limited, which is itself a wholly owned subsidiary of the Bank of Montreal. F&C, the F&C logo, REO and the 'reo' logo are registered trademarks of F&C Asset Management plc. F&C Investments and the F&C Investments logo are trademarks of F&C Management Limited. © Copyright F&C Management Limited 2014. All Rights Reserved. Neither this document nor any part of it may be reproduced by any party whether by photocopying or storing in any m edium by electronic means or otherwise without the prior approval of F&C Management Limited.
F&C Management Ltd accepts no liability in respect of the information or any views expressed herein which may be subject to c hange without notice at any time.
Media Contacts:
Richard Janes
Director, Communications Richard.janes@fandc.comTel: +44 (0) 20 7011 4298
fandc.sc@fticonsulting.com
Tel: +44 (0) 20 3727 1888
www.fandc.com
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