Helping you to compare responsible investment options

Labels and sustainability disclosures

Many customers tell us that they are interested in investing in a way that aims to reduce harm, as well as having an objective to grow the money they invest. They tell us this when we carry out customer research.

When we use the words responsible investing it means looking at environmental, social and governance factors when deciding where to invest money. This is shortened to say ESG. It means looking at how a company is managing ESG risks and opportunities and how that could affect its financial performance over the long term.

Risks might include investment in companies involved in an activity like tobacco production. Opportunities might include investment in companies that develop green technology.

 

How you can compare some types of responsible investments

Investment managers can have different views on what makes a fund responsible or sustainable. This can make it hard for you to compare options and decide where to invest.

The four labels below can help you compare investments, along with reviewing any sustainability disclosures provided by the fund manager:

  • Sustainability Impact 
  • Sustainability Improvers 
  • Sustainability Focus 
  • Sustainability Mixed Goals

If an investment manager wants to use words like sustainable, sustainability or impact to describe their fund, they will have to apply for a label and display it on documents about the fund.

If an investment has a label, you can be confident that it includes evidence-based measures.

 

Labels and sustainability disclosures only apply to certain types of investments

The rules only apply to certain types of investments.

They do apply to many funds managed by external investment managers based in the UK.

But they don’t apply to our internal unit-linked funds, lifestyle profiles or funds based outside the UK.

 

Investments with a label will have to share extra information

Managers of labelled investments have to share information with you about the fund’s sustainability aims and measures. This is called a sustainability disclosure.

 

How to access labels and sustainability disclosures

To find out if an investment has a label or a sustainability disclosure, or if it primarily invests into underlying funds that have these features, you can contact us at: [email protected]

 

As part of Phoenix Group, we’re on a journey to becoming net zero by 2050. Find out how we’ll continue to support a better financial future for our customers, while considering our investment in carbon-emitting sectors, in our Net Zero Transition Plan. Phoenix Corporate Investment Services is part of Phoenix Group and the data shown is for the combined Phoenix Group.