Sustainable
FP Foresight Sustainable Future Themes
Überblick
The FP Foresight Sustainable Future Themes strategy seeks capital growth by investing in a concentrated global portfolio of scalable listed companies that deliver positive environmental and social impact through the nature of their business.
The transition to a more sustainable global economy is creating identifiable structural growth themes across energy, technology, health and education. Companies positioned at the centre of these transitions, with scalable business models, strong competitive advantages and demonstrable positive impact, present compelling long-term investment opportunities.
The FP Foresight Sustainable Future Themes Fund invests in a concentrated global portfolio of such companies, combining a quality growth investment style with deep sector and sustainability expertise.
The fund takes an active, high-conviction approach, identifying companies with structural tailwinds and the ability to deliver positive environmental or social benefit through the impact of their operations. Rather than casting a wide net across sustainability themes, the strategy focuses on a smaller number of scalable businesses where the investment case and the impact case reinforce each other.
The Fund has achieved the Square Mile silver 3D rating, recognising its significant exposure to impactful and sustainable revenue activities, its effectiveness in minimising investment in controversial or harmful areas, and its commitment to active stewardship and responsible investment advocacy.
Why invest in the FP Foresight Sustainable Future Themes Fund?
- Concentrated conviction – A focused portfolio of 26 holdings, each selected for the strength of both its investment case and its sustainability credentials, avoiding the dilution of a broader thematic approach.
- Quality growth style – An active investment process driven by sector expertise and sustainability analysis, targeting companies with structural tailwinds, durable competitive advantages and the potential to deliver returns ahead of global equities over the cycle.
- Broad thematic scope – The fund spans multiple sustainability themes including the digital economy, clean energy, health and education, providing diversified exposure to the global sustainability transition without being constrained to a single sector.
- Recognised credentials – A Square Mile silver 3D rating reflects the fund’s rigour in identifying genuinely impactful companies, minimising exposure to harmful activities and pursuing active stewardship.
- Active ownership – Engagement with portfolio companies supports both the long-term investment case and the positive outcomes the fund is designed to deliver.
The FP Foresight Sustainable Future Themes Fund could be suitable for investors seeking a quality growth allocation with sustainability characteristics, or as a complement to more narrowly focused environmental or impact strategies.
Fondsdaten
- Launch Date
- 28.03.2022
- Fund Managers (start date)
- Eric Bright (28.03.2022)
- Benchmark
- FTSE All World TR GBP
- IA Sector
- IA Global
- ISIN
- GB00BMYRR769
- SEDOL
- BMYRR76
- BLOOMBERG
- FOAAGGA LN
- Underlying currency
- GBP
- Pricing
- Daily, single priced
- Valuation
- 12:00 GMT
- Deal cut off time
- 11:30 GMT
- ISA Eligible
- Yes
0.85%
1.000 £
Fund Registration
Please click on each country to see share class availability
Kommentar
Management Commentary
Dies ist eine Marketingmitteilung. Bitte lesen Sie vor einer endgültigen Anlageentscheidung den Prospekt, den Nachtrag (Supplement) sowie die KIDs und KIIDs der Fonds (auf dieser Website verfügbar), die ausführliche Informationen zu deren Merkmalen und Zielen sowie vollständige Informationen zu den Risiken enthalten.
The 29 May 2026 commentary reports a 1.14% monthly return as US equities advanced on resilient earnings and enthusiasm for AI-related infrastructure, while inflation and Middle East tensions remained in focus. Stantec’s first-quarter net revenue rose 9% and adjusted earnings per share increased 15%, with backlog reaching CAD 9.0 billion. Johnson Controls raised its full-year guidance and expanded its data-centre cooling capabilities, while Tecan maintained its 2026 outlook. Vital Farms delivered 15% revenue growth but reset guidance amid weaker margins and plans to close its butter business. During the month, the Fund reduced Vertiv and Prysmian after strong share-price performance, while DSM-Firmenich and Icon increased in weight through rebalancing and market movements.
Vollständiger Kommentar
FP Foresight Sustainable Future Themes - Management Commentary
Mai 2026
Wertentwicklung
Literatur
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