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Wind farm.


Aligning ethical principles with financial prudence is a proven investment strategy. Research indicates that companies that prioritise environmental sustainability and demonstrate social and governance responsibility consistently outperform those that do not.


Ethical considerations are ingrained in our investment approach. We do not invest in specific sectors such as fossil fuels, gambling, tobacco, and armaments. And when selecting companies to buy, we place significant emphasis on evaluating their positive Environmental, Social, and Governance credentials.

Why we do it


Signatory of PRI Logo
  • We are signatories to the UN’s Principles for Responsible Investment, a commitment to incorporate and promote ESG issues in investment.

RaceToZero Logo
  • We have joined the Net Zero Asset Managers Race to Zero Initiative, supporting the goal of net zero greenhouse gas emissions by 2050 or sooner, in line with global efforts to limit warming to 1.5 degrees Celsius.

Sustainable Development Goals Logo
  • We adhere to the UN’s Sustainable Development Goals, looking to promote a cleaner, fairer and more responsible world

  • The Sustainable Finance Development Regulation is a set of rules which aims to make the sustainability profile of funds more easily comparable through defined metrics for assessing the ESG outcomes of the investment process. An Article 8 fund is, “a Fund which promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices”. Our Fund is an SFDR8 Fund.



SustainabilityRating_Five Globes Logo

On 31st May 2021 The Nutshell Growth Fund was awarded Five Globes (maximum points) by Morningstar for its sustainability credentials, putting it in the top 1% relative to its peers.

Giving back

Giving Back

The principles that govern our business are based not only on laws and regulations but are also founded on respect and dignity for others. Integrity is doing the right thing... even when no one is watching.


For this reason, we are happy to sponsor HC Knole Park, investing in young people, promoting healthy lifestyles and improving accessibility to opportunities outside of the ordinary.


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