Sustainable Growth Q3 investment update

Reflections on performance, portfolio companies and opportunities for returns in the year ahead.

An update from fund managers Peter Singlehurst and Robert Natzler, covering investment trends, portfolio performance, and market outlook.

How companies like Stripe, Databricks and SpaceX are shaking up growth trends typically dominated by public markets.

The Worldwide Sustainable Growth Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide and meet environmental, social and governance criteria and demonstrate good stewardship. The Fund excludes companies from certain industries and companies which are inconsistent with the United Nations Global Compact Principles for Business.

Seeking out those rare firms that are sustainable in both senses: enduring growth that delivers enduring good.