Global Impact Annual Report

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2023-11-09
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global impact annual report 2022

The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only. 

We continue to evolve our approach to impact investing in response to major trends, with particular focus on health care, the intensifying impact of climate change, and the accelerating shift to digital ways of working and living. In our sixth annual impact report, we discuss key developments at both platform level and across our 11 themes. For each theme, we share sample investment spotlights of companies and issuers we invested in on your behalf, illustrating our impact investment process and the measurable outcomes achieved.

To help you make the most of the report, we have created an interactive experience that allows you to move easily between sections and select the topics that are of most interest.

All investing involves risk. If an investor is in any doubt as to the suitability of an investment, they should consult an independent financial adviser. Past results are not necessarily indicative of future results and an investment can lose value.

Please refer to the investment risks page for information about each of the following risks:

  • Capital
  • Asset/mortgage-backed securities
  • Concentration
  • Credit
  • Currency
  • Equity markets
  • Fixed income securities markets
  • Interest rate
  • Real estate securities
  • Smaller-capitalization stocks

Important disclosures

Data provided is as of 31 December 2021 | Investment examples are based on holdings of the representative account from 1 January to 31 December 2021. Company examples are for illustrative purposes only, are not representative of all investments made by the portfolio and should not be interpreted as a recommendation or advice. Portfolio spotlight examples are based on nonperformance criteria.

Please see the important disclosure page for more information.

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