The Trustees must update and publish its Statement of Investment Principles (SIP) taking into account financially material considerations, including how those considerations are taken into account in the selection, retention and realisation of investments. ‘Financially material considerations’ are formally defined as including, but not limited to, matters such as environmental, social and governance (ESG) considerations, including but not limited to climate change. The revised SIP must also state the extent, if at all, non-financial matters are taken into account in the selection, retention and realisation of investments and also reflect more specifically on their stewardship activities. The Trustee is also required to publish its Implementation Statement.
View the Statement of Investment Principles.
View the Implementation Statement.