How we evaluate products
Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.
What this symbol means
General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
Sustainable Plus classification: This Symbol signifies that a product or service has been certified and classified to offer an investment style that takes into account environmental, social, governance or ethical considerations, with embedded, measurable and reported sustainability objectives aligned with portfolio holdings and stewardship practices, adhering to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
Themes & Issues
Society
Armaments
Fully avoided
Tobacco
Fully avoided
Environment
Armaments
Fully avoided
Tobacco
Fully avoided
Overview
https://fund-docs.vanguard.com/AU-PDS-Vanguard_Active_Positive_Impact_Fund.pdf
Description
Vanguard Active Positive Impact Fund managed by Baillie Gifford, aims to outperform the benchmark over the long term. The Fund also aims to contribute towards a more sustainable and inclusive world by investing primarily in the equities of companies whose products and/or services make a positive social or environmental impact.
The Fund is an actively managed portfolio of typically 25 – 50 global companies seeking long term outperformance and positive impact in areas including but not limited to: Social Inclusion and Education, Healthcare and Quality of Life, Environment and Resource Needs and Base of Pyramid (addressing needs of the world’s poorest populations).
Investment ideas are generated from a diverse range of sources, selected using a ‘bottom up’ approach based on fundamental in-house research employing a consistent framework. The impact analysis is carried out independently of the investment case using a rigorous, qualitative framework that is based upon assessing predetermined factors. The investment manager also applies investment restrictions seeking to exclude investments on various norms and revenue-based indicators.
The Fund aims to hold securities for long periods (typically at least 5 years), which generally results in relatively low portfolio turnover and is in line with the Fund’s long-term investment outlook
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Themes & Issues
0
themes included
2
issues fully avoided
0
issues mostly avoided
0
issues partially avoided
Product Targets
Wholesale
Retail
Certified Since
Last date certified
March 19, 2023
Primary RI Strategy
Impact Investing
Secondary RI Strategy
Engagement and voting