This is a marketing communication for professional investor use only. Past performance is not a reliable guide to future performance. Investment capital at risk.

Would your clients value access to an award-winning sustainable investment team?

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The Affinity Sustainable Growth Fund is a daily dealing UCITS fund, available via platforms or direct subscription.

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The Fund

The fund is suitable
for lump sum or regular savings, from as little as £100.

Invested globally on a multi-asset basis, the strategy targets capital growth alongside 8 impact themes, all aligned to the UN Sustainable Development Goals.

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Partnership

As a participant of the
UN Global Compact, we recognise the important 
role we play in mobilising capital for good.

Since our inception, we have been proud to help enable investors to align their wealth with their values.

Discover our impact

Our Team

We are a diverse group of contrarian thinkers, committed to learning and constant improvement.

As an entrepreneurial business, we enjoy collaborating with advisors and partners to seek 
the best outcomes for 
them and their clients.

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Ben Stott

Group Director
benstott@affinitypw.com

Russell Waite

Group Director
russellwaite@affinitypw.com

Jon Proudfoot

Investment Director
jonproudfoot@affinitypw.com

Lydia Stephens

Head of Sustainable Research
lydiastephens@affinitypw.com

Our Impact

Allocating Capital Across 8 Key Themes Aligned with the UN Sustainable Development Goals

Engagement and Stewardship: Led by Underlying Fund Managers to Ensure Commitment and Accountability

Recognised Excellence: Two-Time Winners of the Jersey Finance Sustainable Finance Leadership in Investment Management Award

Advocacy and Influence: Helping to Drive the Sustainable Finance Agenda Locally and Globally

We call it
Capital for Good

Download our Impact Report

Impact

Without active engagement, 
nothing improves.

In addition to monthly factsheets, we produce a comprehensive impact report, detailing the positive environment and social contribution made by the fund’s underlying investments.

For direct impact, we also donate a fixed portion of our fees to the renowned charity, Durrell Wildlife Conservation Trust – helping endangered species and protecting valuable ecosystems around the world.

Download our Impact Report

Contact us

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