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Responsible investment

Principles for responsible investment

Quilter supports Principles for Responsible Investment (PRI) - the world's leading proponent of responsible investment.

The PRI are a voluntary and aspirational set of investment principles which work to achieve a sustainable global financial system by fostering good governance, integrity and accountability, and by addressing obstacles to a sustainable financial system that lie within market practices, structures and regulation.

Promoting good governance through stewardship

We contribute to responsible investment and sustainable markets that aim to enhance returns whilst taking account of environmental, social and governance factors within own investment and ownership activities. We believe that companies that operate in a responsible manner, with good corporate governance (the practices and processes by which a company is directed and controlled), are more likely to deliver positive returns over the long term.

Promoting good practice as a responsible investor

As a responsible investor, where we invest in the shares of listed companies, we exercise our voting rights and engage with management to promote good practice. The UK’s corporate governance regime is widely recognised as best in class and we aim to promote these standards in the course of our investment activity through our voting and engagement. The UK Stewardship Code sets out best practice guidelines to enhance the quality of engagement between investors and companies to help improve long-term, risk-adjusted returns to shareholders. Quilter supports and complies with the code, as set out in the statements here.

  • Quilter Cheviot Stewardship Code Statement Download
  • Quilter Cheviot Voting Principles Download

Investments in controversial weapons

Our positon on investments in anti-personnel mines and cluster munitions

We do not support investments in anti-personnel mines and cluster munitions. These weapons are subject to international and national law and are of concern due to their humanitarian consequences and the unacceptable harm caused to civilians through their use. We will not knowingly invest directly in securities (equity or debt) of listed companies involved in the manufacture, development or trade of anti-personnel mines or cluster munitions or components or services of the core weapon system which are considered tailor-made and essential for the lethal use of such weapons. This policy applies to portfolios directly managed by Quilter where we have discretion over security selection.