Truly Asset Management manages a range of investment solutions each with its own pre-determined investment objective and risk profile. Each investment solution is managed on a discretionary basis with the aim of meeting its stated objective.
ESG is an equity-based model portfolio solution that is suitable for an investor seeking to make investment decisions based on strong ethical values, while also looking to achieve an element of capital growth over the longer term. Portfolio investments are screened and scored for positive and negative ESG traits with reference to the MSCI ESG rating methodology. Investments that are recognised for their positive social and corporate governance, plus environmental responsibility in a global context are included, while negative screening is applied to exclude companies that are involved in excluded activities such as animal testing, weapon manufacturing, alcohol, tobacco and gambling industries. This portfolio is a ‘fund of funds’-based solution employing both active and passive products and does not include any direct holdings.