Documents

Documents. Dated, in one place.

Every regulatory document for the five funds and the firm’s policies. Each fund’s documents are replaced in its CMS entry; this page updates itself.

Every regulatory document for the five funds and the firm’s policies. Each fund’s documents are replaced in its CMS entry; this page updates itself.

Firm policies

How the firm is run.

Voting

Voting

Voting policy

Voting policy

How we vote at the general meetings of the companies our funds own, and when we vote against management.

How we vote at the general meetings of the companies our funds own, and when we vote against management.

ESG

ESG

ESG & exclusion policy

ESG & exclusion policy

The sustainability questions we ask every holding, and the activities none of our funds invest in.

The sustainability questions we ask every holding, and the activities none of our funds invest in.

SFDR

SFDR

SFDR disclosures

SFDR disclosures

How each fund promotes environmental and social characteristics under Article 8 of the SFDR.

How each fund promotes environmental and social characteristics under Article 8 of the SFDR.

Execution

Execution

Best execution policy

Best execution policy

How we choose brokers and check that every order is executed on the best available terms.

How we choose brokers and check that every order is executed on the best available terms.

Governance

Governance

Conflicts of interest

Conflicts of interest

How we identify, prevent and manage conflicts between the firm, its people and our investors.

How we identify, prevent and manage conflicts between the firm, its people and our investors.

Complaints

Complaints

Complaints handling

Complaints handling

How to make a complaint, who answers it, in what time, and how to reach the AMF mediator.

How to make a complaint, who answers it, in what time, and how to reach the AMF mediator.

Remuneration

Remuneration

Remuneration policy

Remuneration policy

How the firm pays its people, and why no one is paid on the short-term performance of a fund.

How the firm pays its people, and why no one is paid on the short-term performance of a fund.

Operational due diligence

We send our DDQ, organisation chart and policies within 48 hours.

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