Exclusions & Ethical

All our funds exclude companies involved in controversial weapons. Our Ethical funds exclude more

 

Exclusions & Ethical

Sparinvest has over a decade of experience in screening funds and applying exclusionary filters


Universal Exclusions

We believe that ESG integration and stewardship are powerful tools, allowing investors to maintain diversified portfolios while considering ESG issues. In our active funds, this is one of the factors that can lead our teams to select or reject potential investments. Across our funds, we also work with companies to encourage stronger governance and sustainability.

However, we set a clear baseline: none of our funds will invest in companies that are confirmed producers or distributors of controversial weapons. This means anti-personnel mines, cluster munitions, biological weapons, chemical weapons, depleted uranium, and nuclear weapons outside the Nuclear Non-Proliferation Treaty. If an existing holding is found to have started such activities, we will divest it as soon as reasonably possible.

To see Sparinvest’s list of excluded companies - click here

Ethical Funds & Tailored Solutions

To provide our clients with greater choice, we also offer a range of Ethical funds. These funds go further, and exclude companies based on violations of international norms and involvement in certain sectors.

Norms-based

We exclude companies based on violations of international norms for human rights, labour relations, the environment, and anti-corruption.

The underlying norms stem from frameworks such as the UN Global Compact, the UN Guiding Principles on Business and Human Rights, ILO conventions, and OECD guidelines.

Sector-based

Based on revenue exposure, we have zero tolerance for production,
and max 5% tolerance distribution, of:


Tobacco

Gambling

Pornography

Alchohol

Arms/Weapons*

Oil Sands

Thermal Coal**

 

*zero tolerance of production or distribution of combat weapons; 5% tolerance for production or distribution of other military equipment
**(5% tolerance for thermal production or distribution)

We can also tailor segregated solutions for clients who wish to establish more specific exclusionary criteria. Implementation of these exclusionary screens is carried out in partnership with external ESG service providers. For more information about our exclusions, please see Exclusions at Sparinvest.

Mission

Our mission is to deliver the best long-term performance with a strong emphasis on risk. Based on a systematic and objective approach to investment - and a great commitment.

 

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