Global Impact Annual Report — Executive Summary

Multiple authors
2023-07-31
Archived info
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. 

As a preview to our full annual report for the Global Impact Fund and Global Impact Bond Fund, please use the interactive experience below to see a few key highlights from our impact platform in 2021.

You will also be able to read how we approached the investment opportunities in one of our 11 impact themes, and how we measured the impact progress and outcomes for a sample holding in each fund over the past year.

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
  • Interest rate
  • Real estate securities
  • Smaller-capitalization stocks
  • Sustainability

Important disclosures 

Data provided is as of 31 December 2021 | 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.

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