Below are notes from meetings with fund managers, or representatives of fund management houses. We are happy to share our notes but these are not a recommendation. Advice should be sought before any investment is made into the fund, and any shares that have been mentioned in the notes. These are purely for information, and will form part of our overall investment process. We may invest in some of the funds we have listed below.

These are notes from meetings in 2021. To view meetings from 2012 – 2020 click here

Responsible Investment Strategies

To view meetings from 2012 – 2020 click here