/* Used by: #191 , used twice with get params (asset, tagOnly) and (asset, linkOnly, pageType, siteSection) #6638 Latest Article Listing, with get params (asset, class) + other params passed from the ESI URL #6863 Related Article Listing, with get params (asset, class) + other params passed from the ESI URL #3482 Related Insights, with get params (asset, class, pageType) */ var listingTag = 'global_primaryRegion'; var pageType = ''; var siteSection = ''; var siteRoot = ''; var tagOnly = 'true'; // linkOnly is only used by to generate the link for Funnelback. The requirement has been updated to only print the tag parameter instead. var linkOnly = ''; // The start of the tag link is based on the same conditions as the Read More link, so we reuse #2047 to generate it var tagLink = '%globals_asset_contents_raw:2047' + '^with_get:urlOnly=true&pageType=' + pageType + '&siteSection=' + siteSection + '&siteRoot=' + siteRoot + '%'; var tagParam = ''; var tagText = ''; if (tagLink) { switch (listingTag) { case 'global_primaryRegion': tagParam = '?f.Region%7Cregion='; tagText = ''; break; case 'global_primaryStrategy': tagParam = '?f.Strategy%7Cstrategy=Improving+Society+Strategy'; tagText = 'Improving Society Strategy'; break; case 'global_primaryTheme': tagParam = '?f.Theme%7Ctheme='; tagText = ''; break; } if (tagText) { if (tagOnly === 'true') { print(tagText); } else if (linkOnly === 'true') { print(tagParam); } else { tagLink += tagParam; var returnHtml = ` ${tagText} `; print(returnHtml); } } } " /> /* Used by: #191 , used twice with get params (asset, tagOnly) and (asset, linkOnly, pageType, siteSection) #6638 Latest Article Listing, with get params (asset, class) + other params passed from the ESI URL #6863 Related Article Listing, with get params (asset, class) + other params passed from the ESI URL #3482 Related Insights, with get params (asset, class, pageType) */ var listingTag = 'global_primaryRegion'; var pageType = ''; var siteSection = ''; var siteRoot = ''; var tagOnly = ''; // linkOnly is only used by to generate the link for Funnelback. The requirement has been updated to only print the tag parameter instead. var linkOnly = 'true'; // The start of the tag link is based on the same conditions as the Read More link, so we reuse #2047 to generate it var tagLink = '%globals_asset_contents_raw:2047' + '^with_get:urlOnly=true&pageType=' + pageType + '&siteSection=' + siteSection + '&siteRoot=' + siteRoot + '%'; var tagParam = ''; var tagText = ''; if (tagLink) { switch (listingTag) { case 'global_primaryRegion': tagParam = '?f.Region%7Cregion='; tagText = ''; break; case 'global_primaryStrategy': tagParam = '?f.Strategy%7Cstrategy=Improving+Society+Strategy'; tagText = 'Improving Society Strategy'; break; case 'global_primaryTheme': tagParam = '?f.Theme%7Ctheme='; tagText = ''; break; } if (tagText) { if (tagOnly === 'true') { print(tagText); } else if (linkOnly === 'true') { print(tagParam); } else { tagLink += tagParam; var returnHtml = ` ${tagText} `; print(returnHtml); } } } " />
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Improving Society

Impact-focussed and actively managed strategy, investing in a concentrated, long-only, long-term portfolio of sustainable investments.

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Overview

We believe that advancing fairness of social opportunity and narrowing the equality gap can help empower individuals and deliver greater levels of human equity. However, over recent years, we have observed a structural increase in inequality and a widening gap between the goals and delivery of key societal development objectives.

In addressing these issues, we believe the private sector will have a large part to play both as involved corporate citizens and in providing products and  to facilitate improvements in equality of opportunity and equality of outcome. Companies with products that truly make a difference in people’s lives have the opportunity to exploit long-term profit pools generated by true, ongoing societal need. Those that take their responsibility to society seriously and endeavor to treat employees, customers, and the community with respect and dignity may also find they have a competitive advantage over those who do not.

The Martin Currie Improving Society Strategy aims to take advantage of opportunities presented by investing in companies whose products and services positively impact fundamental human needs and create the conditions for advancements in equity. Active ownership is a fundamental tenet of the strategy with structured engagement on company-specific impact goals, sustainability issues and business topics at the heart of the investment process. The strategy leverages Martin Currie’s strong track record within Sustainability thought leadership and business integration and is well-aligned with our corporate purpose of ‘Investing to Improve Lives’.

Key Information

To invest in companies that contribute to human equity and improving lives.

Portfolio characteristics UK Equity Income
Objective Social Impact
Asset Class Equities
Style Impact
Investable Universe Global
Market capitalisation All-cap 
Sector/country allocations As a result of stock selection-managed within factor risk analysis
Maximum sector allocation of 30%
Security limit Maximum 10% absolute stock weight 
Number of stocks 20-35
Portfolio turnover Low- expected turnover
Inception  2023