Stewardship

Investing with care

Investing responsibly

Stewardship aims to provide investment portfolios that are socially, ethically and environmentally sound, investing in companies with a high standard of corporate governance.

These principles remain the same today, but the policies that guide the fund managers are intended to adapt to the changing world we live in.

Ethical standards

We exclude companies that don’t meet the ethical standards of the funds or are harmful to society

Positive contributions

We support companies that make a positive contribution to society

Better business practices

We encourage better business practices through shared ownership and dialogue

The value of your investments can go down as well as up and you may get back less than you originally paid in.

Funds you can invest in responsibly

Life funds

  • Stewardship Life
  • Stewardship Managed Life
  • Stewardship International Life
  • Stewardship Income Life
  • Stewardship Corporate Bond Life

Pension funds

  • Stewardship NGP
  • Stewardship Managed NGP
  • Stewardship Income NGP
  •  Stewardship International NGP Fund

Committee of reference

The independent Stewardship Committee of Reference provides expert advice and guidance on matters related to the philosophy and investment policies of the funds. The Committee provides oversight and regularly reviews our Stewardship investment policies, proposing any changes it feels are necessary for Stewardship to remain at the forefront of responsible investing. It meets regularly to ensure the current thinking on responsible investment issues is reflected in the Stewardship funds, with support and input from the fund managers and other specialists, as necessary.

Fund managers gather and evaluate information from a wide range of sources such as outside research agencies – including MSCI, Bloomberg and the Ethical Investment Research Service (EIRIS) - non-governmental organisations (including pressure groups), academics and other organisations.

The Committee also works closely with Aviva to ensure it has a good understanding of the views of Stewardship investors. Stewardship's policies evolve in response to changing circumstances, the expectations of responsible investors and our current understanding of relevant issues.

How it works

With countless funds to invest in, we need to be clear about what’s acceptable. Discover the philosophy behind our stewardship, and how you can invest.

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