Two shares that stand out from the crowd and recent buys

TL;DR

Royal London Sustainable Leaders Fund focuses on investing in companies with sustainable products and services, as well as strong environmental, social, and governance standards.

Transcript

hello today i have with me mike fox who runs a number of sustainable funds for royal london one of those funds is the royal london sustainable leaders fund mike thank you for joining me thank you mike could you firstly give a quick overview of how you invest in a sustainable manner so to us the sustainable company comes down to two things what it d... Read More

Key Insights

• 💪 Sustainable investing focuses on companies with sustainable products and services and strong ESG standards.
• ❓ The just transition concept navigates the societal impacts of energy transitions during the shift to renewables.
• ❓ Innovation, leadership, and responsible practices are qualities sought by Royal London Sustainable Leaders Fund.
• ❓ AstraZeneca's humanitarian efforts and leadership in oncology treatments make them a notable company.
• 🥺 SSE leads the renewables industry in the UK, contributing to a more sustainable future.
• 🥹 The pandemic has affected portfolio construction, resulting in longer holding periods for investments.
• 🖐️ Semiconductors, like Texas Instruments, play a crucial role in digitization and making the world more efficient.

Questions & Answers

Q: How does Royal London Sustainable Leaders Fund determine if a company is sustainable?

The fund evaluates a company based on its products and services, preferring sectors like healthcare and technology that contribute positively to environmental and social issues. They also assess the company's ESG standards in managing their environmental, social, and governance impacts.

Q: Can you provide an example of how the fund used shareholder influence for a positive impact?

The fund has been engaged in the concept of a just transition, ensuring that energy transitions to renewables consider the societal consequences for communities. One example is their collaboration with SSE in the UK to address the broader aspects of energy transition alongside societal impacts.

Q: What qualities does Royal London Sustainable Leaders Fund look for in companies?

The fund seeks innovative companies that drive societal change through their products and services. Additionally, they prioritize companies with strong ESG practices, including good employee relations, responsible supply chains, and aligned board structures and remuneration.

Q: Can you name some examples of companies that the fund has held for several years and are likely to continue exceling?

AstraZeneca is highlighted as a company engaged in a humanitarian initiative to vaccinate the world, showcasing their commitment to societal well-being. They are also known as a world leader in oncology treatments. SSE is another example, being the UK's largest renewables developer and playing a significant role in the country's decarbonization efforts.

Summary & Key Takeaways

• Royal London Sustainable Leaders Fund considers both the products and services offered by companies and their ESG standards when making investment decisions.

• The fund actively engages with companies to promote a just transition to renewable energy, considering the societal impact of energy transitions on communities.

• Royal London Sustainable Leaders Fund looks for companies that demonstrate innovation and leadership in their respective fields while delivering financial returns.