Responsible investment is not a new concept, but more clients than ever are now looking to invest in a manner that minimises their impact on the planet and society. On top of that, regulators are moving toward a world where advisers will be mandated to establish clients’ environmental, social and governance preferences ahead of any recommendations. We have built a solution which will help advisers and their clients navigate this changing world.

The fund has minimal exposure to companies in the following sectors:

Controversial weapons*	Military Defense**	Nuclear Energy**	Coal Involvement***
Tobacco**	Adult Entertainment**	Gambling**

Maximum allowed revenue of company in respective sector: *<0%; **<5%; *** <25%

Clear advantage

We insist on complete transparency, so as well as mapping to all the leading risk-profiler tools, we also provide regularly updated factsheets, along with frequent updates on how the money is invested. Visit our AJ Bell Funds page for more information, or contact your local Business Development Consultant, who is available to talk through any questions you may have.