global impact annual report 2022

Global Impact Annual Report

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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only. 

We continue to evolve our approach to impact investing in response to major trends, with particular focus on health care, the intensifying impact of climate change, and the accelerating shift to digital ways of working and living. In our sixth annual impact report, we discuss key developments at both platform level and across our 11 themes. For each theme, we share sample investment spotlights of companies and issuers we invested in on your behalf, illustrating our impact investment process and the measurable outcomes achieved. 

To help you make the most of the report, we have created an interactive experience that allows you to move easily between sections and select the topics that are of most interest.

Important disclosures 

The views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. The material and/or its contents are current as of 31 December 2021. Forward-looking statements or estimates may be made. Actual results and occurrences may vary significantly. Certain data provided is that of a third party. While data is believed to be reliable, no assurance is being provided as to its accuracy or completeness.

Investment examples are based on holdings of the Global Impact Fund and the Global Impact Bond Fund from 1 January to 31 December 2021. Company examples are for illustrative purposes only, are not representative of all investments made by the portfolio and should not be interpreted as a recommendation or advice. Portfolio spotlight examples are based on nonperformance criteria. 

Investment risks 

All investing involves risk. If an investor is in any doubt as to the suitability of an investment, they should consult an independent financial adviser. Past results are not necessarily indicative of future results and an investment can lose value.

Please refer to the investment risks page for information about each of the following risks:

  • Asset/mortgage-backed securities
  • Capital 
  • Concentration 
  • Credit
  • Currency 
  • Equity markets
  • Fixed income securities markets 
  • Foreign and emerging markets
  • Interest rate
  • Real estate securities 
  • Smaller-capitalization stocks
  • Sustainability 

Our approach to impact investing


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