We consider the impact of candidate companies’ activities on health, safety, society and the environment. Our stock selection excludes certain sectors which may be detrimental to society, including controversial weapons and tobacco.
RESPONSIBLE INVESTMENT POLICY
COMGEST PLUS FUNDS EXCLUSION POLICIES
EUROPEAN SRI TRANSPARENCY CODE - COMGEST PLUS FUNDS
EUROPEAN SRI TRANSPARENCY CODE - LABELLED SRI FUNDS
EUROPEAN SRI TRANSPARENCY CODE - NON-LABELLED SRI FUNDS
RESPONSIBLE VOTING, ENGAGEMENT AND REPORTING
As an active investor, Comgest endeavours to vote at all shareholder meetings. We use an external service provider for analysing resolutions and making voting recommendations in accordance with our responsible voting policy and principles. We pursue a policy of active engagement, establishing constructive dialogue with investee companies and challenging current practices where we believe improvement is needed. Comgest provides quarterly reports on responsible investment activities to clients upon request.
COMGEST GROUP VOTING & ENGAGEMENT POLICY
COMGEST GROUP ANNUAL VOTING & ENGAGEMENT REPORT
PROXY VOTING DASHBOARD - COMGEST VOTING DECISIONS FOR EACH AGM
COMGEST PRE-DECLARED PROXY VOTING INTENTIONS
Principal Adverse Sustainability Impacts Statement (EU SFDR Article 4)
The Sustainable Finance Disclosure Regulation (SFDR) requires firms to advise whether principal adverse impacts on sustainability factors are considered in their investment decision making process. The Comgest Group considers principal adverse impacts of its investment decisions on sustainability factors since 1 January 2022. The statement below outlines the policies and methodologies that are used to identify, prioritise and address adverse sustainability impacts.
PRINCIPAL ADVERSE SUSTAINABILITY IMPACTS STATEMENT