Stewardship Mission

Passively managed. Actively owned.

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Our Approach To Voting

We take an active ownership approach with every company in our fund. The CIRCA5000 voting policy has been developed to ensure that the companies in our funds are governed in a way that aligns with our investment objectives and values. We vote on management and shareholder resolutions to generate positive change and get the best outcomes for our investors.

Engagement Strategy

Not all issues can be solved by voting alone. Our engagement strategy focuses on the companies that could benefit most from us opening a conversation with senior stakeholders. Engagement only makes a true impact when delivered carefully within the context of clear objectives and a full understanding of the engaged company. With the right approach, engagement can produce long-lasting and value-enhancing change.

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Important information - Investments can go down in value as well as up, so you can get back less than you invest. The information on this page isn't investment advice. If you're not sure if an investment is right for you, please seek advice. Tax rules can change and depend on individual circumstances.