screened funds investment strategy
Amity Fund Managers actively seek companies contributing to a safer, cleaner world - positive screening - rather than relying solely on negative screening of undesirable companies.
Socially responsible investment strategy
Starting with a broad universe of investment opportunities, we say 'no' to some companies' activities through a negative screening process.
The Amity team then goes an important step further by using 'positive screening' as well. They actively seek companies contributing to a safer, cleaner world.
It's a balanced and practical approach that weighs up a business's positive attributes against its overall impact on society and the environment.
Ours is a principled approach but it's also intensely practical, because there is a link between positively screened, well managed companies and good business - these are the companies of tomorrow.
Find out more information on our strategy elements:
For more information about our funds you could take a look at IFA Investment Watch - which offers fascinating articles and comments from industry experts, fund facts and market analysis. Or view our fund factsheets, which provide more technical fund information and help you track the performance of our investment funds.
This is for professional advisers only. This material is not suitable for private investors.
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All stock buying decisions, policies and processes are subject to the review of an external panel.
negative and positive screening
We will consider companies that compare favourably against a list of positive practices:
We strongly believe that engaging actively with businesses can be a powerful tool for change.
We usually take a position in companies whose potential is in their corporate plans for long term business growth.
Our objective is to achieve long term capital returns within a principled framework.
integrated in-house financial and socially responsible analysis
Fund Managers work with our in-house team of Socially Responsible Investment Analysts to carry out thematic and stock-specific research, identifying new investment ideas and initiating an on-going dialogue with companies.
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