F&C has a 25 year track record in running ethical & sustainable funds. Our ethical funds include the Stewardship range of funds (Stewardship Growth, Stewardship Income, and Stewardship International), F&C’s Ethical Bond Fund, Global Climate Opportunities Fund and F&C’s Emerging Markets Equity Strategy. As at 31st March 2010 we had £3.1 billion (€3.5 billion / US$4.7 billion) assets in these funds.

Fund Manager Description Fund Type
Stewardship Range Various Our ethical range of funds
Stewardship Fund Catherine Stanley An ethical portfolio of UK Equities with a growth orientation MPF
Stewardship Growth Fund Catherine Stanley An ethical portfolio of UK Equities with a growth orientation OEIC
Stewardship Income Fund Catherine Stanley An ethical portfolio of UK Equities with an income orientation OEIC
Stewardship International Fund Sophie Horsfall An ethical global Equity fund OEIC
Global Climate Opportunities Fund Sophie Horsfall & Richard Mercado A thematic global Equity fund targeting companies which will benefit from the effects of Climate Change SICAV

F&C has a 25 year track record in running ethical & sustainable funds. Our Ethical Bond Fund capitalises on all the resources and experience we utilise in managing our Stewardship range of funds.

Fund Manager Description Fund Type
Ethical Bond Fund Rebecca Seabrook An ethical investment grade UK corporate bond portfolio OEIC
reo® F&C’s responsible engagement overlay reo® can be applied to any equity or corporate bond
mandate, irrespective of whether the money is managed by F&C. The objective of reo® is to
create and protect long-term capital value for investors. F&C encourages investee companies
to adopt better ESG practices and changes in corporate behaviour, thereby enhancing their
business performance.

F&C’s reo® service is particularly suitable for institutional investors who want their investments to benefit society and the environment but do not wish to invest in screened funds. It enables investors who are considering how to implement the UN PRI to do so by ensuring that their portfolios take ESG issues into account. reo® is available as a stand-alone overlay service - an ‘overlay’ to conventionally managed equity and corporate bond portfolios, which does not restrict investment decisions.

Service Manager Description Fund Type
REO Our GSI Team An overlay that can be applied to any equity or corporate bond mandate A Service