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Responsible investment

Alquity Responsible Investment Statement

Firm-wide minimum standards and commitments, June 2026.

Our approach

Alquity manages and distributes funds across emerging markets, global equity, private markets and multi-asset strategies. Some are managed in-house, others are delegated to external specialists. This statement sets out the minimum responsible investment standards that apply across every Alquity-branded vehicle, regardless of strategy or manager.

These are minimum standards. Certain funds will apply tighter screens and additional sustainability criteria on top of the floor set out here. Those are described in the relevant fund documentation.

Our aim is straightforward. We want to be able to explain every holding in every fund to clients, distributors, staff and regulators. The policy below is written with that test in mind.

What we believe

Capital has consequences. Our goal is to deliver capital appreciation to our clients, and we believe that long-term returns and responsible behaviour are aligned more often than not. This is especially the case in emerging markets where Alquity has built its reputation. We avoid companies whose primary activity causes harm that we are not prepared to associate ourselves with.

We also believe that real transition is more useful than artificial purity. Excluding every difficult sector reduces the influence we have over how the economy actually decarbonises.

Firm-wide hard exclusions

These exclusions apply to every fund and mandate that carries the Alquity name. They are written into the guidelines we agree with delegated managers and reviewed periodically:

Controversial weapons
Manufacturing of cluster munitions, anti-personnel landmines, biological weapons, chemical weapons, or nuclear weapons.
Tobacco
Companies deriving more than 5% of revenue from the cultivation, manufacture or sale of tobacco products, unless this is ancillary to their overall business and represents a minority of their revenue (for example, a convenience store chain).
Adult entertainment
Companies deriving more than 5% of revenue from the production or distribution of pornographic content.
Recreational cannabis and illegal narcotics
Any company manufacturing, distributing or retailing recreational cannabis or hard narcotics in jurisdictions where the activity is illegal.
Coal mining (unless for captive consumption)
We expect companies to demonstrate a credible transition plan towards a lower carbon economy.

Areas of caution

These sectors are not automatically excluded firm-wide (but may be in certain funds). However, we expect clear standards.

Coal-powered utilities
Firms must be on track to ensure that coal is a small minority of their overall generation capacity within the next five years.
Alcohol and Gambling
Companies must ensure policies are in place with regard responsible consumer behaviour and to mitigate adverse social outcomes.
Oil & Gas Exploration & Production
We expect companies to demonstrate a credible transition plan towards a lower carbon economy.
Nuclear power
Utilities must have best in class safety standards and track record, with clear and credible waste disposal plans.

How this works with delegated managers

Several Alquity-branded vehicles are run by external managers, including WCM Investment Management, PGIM Quantitative Solutions, Oberweis Asset Management and the multi-asset managers we use within the atomos-WTW range. We respect their investment processes. We do not try to manage their portfolios for them.

What we ask of every delegated manager is the following. They confirm in writing that they can comply with our policies outlined in section 3 and 4. We are here to help, and Alquity’s Head of Sustainability stands ready to discuss any potential issues at a stock level where relevant.

Furthermore, the delegated manager portfolios are reviewed quarterly by the Head of Sustainability to ensure alignment with these policies, using AI tools. Any breaches will be discussed with the manager, and a rectification plan agreed.