Investing with care
Interest in responsible investment has grown dramatically over recent years. More people are looking for ways to provide a secure future for themselves and their families while actively contributing to a sustainable, long-term future for the world around us.
The Stewardship range of funds was launched by Friends Provident in 1984. It was the first fund range of its kind in the UK and created an investment area that has grown enormously since then.
The principles behind Stewardship since the beginning have been:
- to exclude companies that do not meet the ethical standards of the funds or harm society
- to support companies that make a positive contribution to society
- to encourage better business practices through shared ownership and dialogue.
These principles remain the same today, but the policies that guide the fund managers are intended to adapt to the changing world we live in.
Aviva Investors took on the management of the Stewardship range of funds in April 2018. As Stewardship is an Aviva branded range of funds, we believe it is appropriate that the Aviva group is responsible for the management of the assets held within the Stewardship funds.
Following the completion of the move from the Friends Life brand (under which the Stewardship funds were historically made available) to the Aviva brand, we have decided to transfer the fund management of the Stewardship funds to Aviva Investors.
We believe Aviva Investors has the expertise, people and processes in place that will enable Stewardship to continue to be a leading socially responsible investment (SRI) brand. This includes being one of the first global fund managers to integrate environmental, social and corporate governance (ESG) issues into investment decision making, working together with fund managers and analysts and customising ESG integration for each investment process.
Find out more about Stewardship
Funds and performance
All of the Stewardship Life and Pension funds share the same philosophy and investment policies and these are applied consistently across the range.
While all the Stewardship funds have the same investment policies, they vary in where they invest, in terms of geography and the assets they hold (i.e. shares or bonds). As a result, the funds have different investment aims, so their risk profiles may also be different.
Please see below for the latest fund factsheets and the latest holdings information.
Stewardship Life fund
Stewardship International Life fund
Stewardship Income Life fund
Stewardship Corporate Bond Life fund
Stewardship NGP fund
Stewardship Income NGP fund
Stewardship International Pension NGP fund