Ecclesiastical:qualifiedtochairthedebate
EcclesiasticalInvestmentManagementistheinvestmentarm We provide a broad range of funds for investors seeking
oftheEcclesiasticalInsuranceGroup.Foundedin1887,our profits with principles: the Amity UK Fund, Amity European
longhistoryofprudenceandconsistentperformancehave Fund, Amity International Fund and Amity Sterling Bond Fund.
helpedtobuildabusinessthatnowhasover£1billion
(December2008)undermanagement.Wewereoneofthe
Our experience and track-record demonstrates we have the
pioneersofSociallyResponsibleInvestment(SRI) intheUK
answers to many questions on ethical investment – and this
withatrackrecordthatdatesbackover20years.Aswellas
is why we feel qualified to chair the debate on nuclear power.
enjoyingthepotentialofourconsistent,award-winningfund
performance,weprovideIFAsandtheirclientswiththechance
tousetheirfinancesforapositiveimpactontheworld.
a73 Over 20 years of experience in the SRI market gives a73 We have an award winning team – including Citywire
Ecclesiastical the expertise to ask the right questions AAA-rated Robin Hepworth, Chris Hiorns, and Sue
and ensure investment decisions are sound Round, Head of Ecclesiastical Investments
a73 We take a balanced, positive and negative screening a73 We offer a comprehensive range of four SRI screened
approach to all our investments Amity Funds
a73 Our in-house SRI research team pays careful attention a73 We believe that engagement is key to providing profit
to company operations prior to making recommendations with principles
for investment
25 13 21
yearsexperience yearsexperience yearsexperience
withEcclesiastical withEcclesiastical withEcclesiastical
SueRound ChrisHiorns RobinHepworth
HeadofInvestmentsand AmityEuropeanFundManager AmityInternationalFundManager
AmityUKFundManager andco-manageroftheAmity andco-manageroftheAmity
With the benefit of this extensive
SterlingBondFund SterlingBondFund
experience, Sue has been able to Chris started working for Robin has managed this fund since
deliver excellent long-term Ecclesiastical in 1996 and has been it launched in 1999. He is AAA-rated
performance that has made the a CFA Charterholder since 2004. by Citywire and
Amity UK Fund one of the leaders one of its Top 100
in the increasingly important socially Fund Managers.
responsible investment sector.
Profit with principles
O u r s o c ia lly r e s p o n s ib le in v e s t m e n t p r o c e s s
Over the past two decades, our focus has been to refine our
unique approach to SRI. Profit with principles remains the goal
of our Socially Responsible Investment Team, which engages
with companies actively prior to making a decision. The chart
to the right demonstrates how this process works.
Making informed decisions prior to investment is crucial to
maintaining our position as focused SRI managers and
providing the kind of service we believe that socially
responsible investors are looking for. We believe the success
of our award-winning SRI screened Amity Fund range is proof
that this approach works.
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