Industry Voice: Thriving in the pandemic - avoiding the stragglers
George Crowdy explains why Royal London Asset Management's sustainable funds have lower exposure to the sectors that have struggled in the pandemic.
In earlier articles, we have talked about why sustainable investing has thrived in the pandemic, explaining that it is about identifying companies that provide solutions to global challenges, rather than those that exacerbate these problems.
In recent months, certain sectors have stood out. Technology and healthcare have performed particularly well as they have been providing such solutions. We have significant overweight positions in these sectors. But relative performance is also driven by what you don't invest in and we've also benefitted from low or zero exposure to sectors that have struggled.
Past performance is not a reliable indicator of future results. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author's own and do not constitute investment advice.
About us: Royal London Asset Management (RLAM) is one of the UK's leading fund management companies, managing assets on behalf of a wide range of clients.
