Socially Responsible Investment (SRI) refers to an investment process that takes ESG (environmental, social and governance) factors into account and aims to match the strategic long-term goals and objectives of investors through the delivery of returns that matter and positively influence the long-term sustainability of markets and our environment.

It is important to note that SRI is not a separate asset class, but rather a theme that cuts across many different types of investment mandates, asset classes and investment products. It is an integrated investment approach that involves the explicit inclusion of ESG issues into traditional financial analysis.

27four recognises the relevance and importance of incorporating SRI into a retirement fund’s overall investment strategy (as required per the Financial Services Board Circular PF130) and have formulated a solution for retirement funds that addresses SRI, yet endeavours to deliver long-term capital and income growth without sacrificing returns.

The 27four SRI fund, the Kunye Fund offers retirement funds a liquid, simple and easy to understand solution. The fund is Regulation 28 compliant, is diversified by fund manager and ESG investment criteria: ethical screening, shareholder activism and community investment and forms a straightforward strategic asset allocation fit to any retirement fund portfolio.

For more information on the 27four Kunye Fund and our SRI investment process please contact us.