Investing Responsibly

We believe in the long-term benefit of responsible investment and ensure our investment decisions consider environmental, social and governance issues.

Investing Responsibly

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Miton Asset Management Limited and Miton Trust Managers Limited (together “Miton”) are the delegated investment managers for a range of Unit Trusts, OEICs and Investment Trusts. We are required by regulation to disclose certain information to you in regard to our arrangements concerning how we place and execute orders, how we manage actual or potential conflicts of interest and how we pay for and use the investment research from our brokers.

The dropdown bars below contain further information about these arrangements please expand each one to find out more.

 

Environmental, Social and Governance (ESG) is an increasingly important element of the Group’s activities. Over the past few years investors have been looking more and more for returns that have been achieved through ethical and responsible means.

The Group understands its duty to act in the best interests of clients and this includes ensuring investment decisions consider environmental, social and governance issues of the investee companies. Such issues can have negative impacts on an investee company’s share price in the long term as well as reputational damage.

The Group is developing and expanding its ESG, focusing on company engagement, analysis and macro research. The Group seeks to embed and integrate ESG criteria into its investment process with a view to enhancing returns for its clients whilst mitigating financial and reputational risk. As a “genuinely active investor” Miton is looking to continue to be genuinely active in this area to achieve positive change and interact with well-governed companies.

The dropdown bars below contain further information about these arrangements please expand each one to find out more.

Miton Asset Management Limited and Miton Trust Managers Limited (together “Miton”) are the delegated investment managers for a range of Unit Trusts, OEICs and Investment Trusts. We are required by regulation to disclose certain information to you in regard to our arrangements concerning how we place and execute orders, how we manage actual or potential conflicts of interest and how we pay for and use the investment research from our brokers.

The dropdown bars below contain further information about these arrangements please expand each one to find out more.

 

Environmental, Social and Governance (ESG) is an increasingly important element of the Group’s activities. Over the past few years investors have been looking more and more for returns that have been achieved through ethical and responsible means.

The Group understands its duty to act in the best interests of clients and this includes ensuring investment decisions consider environmental, social and governance issues of the investee companies. Such issues can have negative impacts on an investee company’s share price in the long term as well as reputational damage.

The Group is developing and expanding its ESG, focusing on company engagement, analysis and macro research. The Group seeks to embed and integrate ESG criteria into its investment process with a view to enhancing returns for its clients whilst mitigating financial and reputational risk. As a “genuinely active investor” Miton is looking to continue to be genuinely active in this area to achieve positive change and interact with well-governed companies.

The dropdown bars below contain further information about these arrangements please expand each one to find out more.

Disclosure in accordance with the revised Shareholder Rights Directive

Miton Asset Management Limited and Miton Trust Managers Limited are currently considering whether to adopt a shareholder engagement policy pursuant to Article 3g of the amended EU Shareholder Rights Directive (Directive 2007/36/EC). Once that decision has been made, this webpage will be updated accordingly.