Investment Trust Hub

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Investment Trust Update | 8th August 2023

August 8, 2023 | 3m 14s

Learning: Unstructured

In this update, Rory Palmer discusses RIT Capital Partners' records 'broadly flat' NAV total return in H1 2023; abrdn Smaller Companies Income Trust set to merge with Shires Income Trust, following a strategic review, and finally, ThomasLloyd Energy Impact trust manager calling the board to withdraw wind-up recommendation.

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Rory Palmer

Asset Classes

UK Equities

Investment Trust Update

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RIT Capital Partners

abrdn

ThomasLloyd

Allianz Global Investors is a leading active asset manager with over 600 investment professionals in over 20 offices worldwide and managing GBP 452 billion in assets. We invest for the long term and seek to generate value for clients every step of the way. We do this by being active – in how we partner with clients and anticipate their changing needs, and build solutions based on capabilities across public and private markets. Our focus on protecting and enhancing our clients’ assets leads naturally to a commitment to sustainability to drive positive change. Our goal is to elevate the investment experience for clients, whatever their location or objectives.

We started our sustainable investing journey over 20 years ago and were among the first 50 asset managers to sign the United Nations Principles for Responsible Investment (UN PRI) in 2007. We believe that sustainable investing can generate positive performance not just for our clients, but for the community at large.

We aim to integrate environmental, social and governance (ESG) factors across our entire investment value chain to better manage risk and enhance long-term shareholder value. Given the diversity of investors’ objectives and requirements we provide sustainable investing processes with a broad range of approaches, adaptable to different levels of ESG incorporation and client preferences. These enhance our clients’ investment decisions while helping create benefits for society as a whole. The combined assets under management of the ESG risk-focused and Sustainable product categories amount to over GBP 224 billion. Read our new blog for fresh takes on sustainable investing – from renewables to rewilding.

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