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TAM's Sustainable World Portfolios
In 2023, the Financial Conduct Authority found that 81% of consumers want their money to do good, as well as deliver a return. We are proud to have been offering tried and tested solution to these valued customers since as early as 2013. Our Sustainable World portfolios have been warmly welcomed by old and new investors and has a strong track record of providing our customers access to solutions that are aligned with both their financial goals and their sustainability preferences.
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Why invest sustainably?
If you find yourself in the 81% you probably care about the sustainability of the planet, or perhaps you want your investments to do some social or environmental good. Or perhaps you may just want to limit exposure to the nasties. TAM's approach aims to work for you by investing in a way that contributes positively towards a sustainable world. A sustainable world is one that is resilient and provides a good quality of life for everyone.
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What is a sustainable world?
One within the environmental limits of the planet and helps keep global warming within the ‘well below 2°C threshold’, outlined in the landmark 2016 Paris Climate Accord. The accord was built as our planet is experiencing worrying environmental and social pressures. Many argue that the future of humankind hangs in precarious balance. Our next steps and decisions will determine which way the scales tilt and that is pushing many people to think carefully about their choices, including how they invest.
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Is it just about the planet?
As important as the fight against climate change is, we all observe issues within our society which equally warrant our attention. The rise in obesity, infertility, mental health issues and other avoidable concerns is also front of our minds as sustainable investors. We work within the portfolios to raise awareness of these issues and invest in a way to fund solutions and avoid the worst actors in the space.
The funds within the TAM Sustainable World portfolios align closely with these principles, integrating ESG data, impact reporting, and stewardship to deliver both financial and positive environmental and social outcomes. If a fund has been granted a label we have added it to the fund's detail.
Daniel Babington!
Portfolio Manager at TAM Asset Management
I see it as a privilege to be the custodian of our clients’ assets. I firmly believe they have the right to have their voice heard, and it is my job to uphold the high environmental and social standards that our investors have. Both by doing good through investment choices and holding funds’ responsible in avoiding harm through continued engagement.
Learn more about how Dan thinks about sustainability in his interview with Asset TV.
This strategy combines quantitative discipline with sustainability integration, investing in high-quality North American companies while maintaining a carbon footprint significantly below the benchmark. It employs Nordea’s “BetaPlus” framework to enhance returns through efficient risk management and strong ESG oversight. The fund excludes firms heavily involved in fossil fuels, tobacco, and controversial weapons, using the Transition Pathway Initiative to verify climate alignment. With consistent outperformance versus the MSCI North America Index since inception and active carbon-intensity management, it provides diversified U.S. exposure with sustainability embedded in every stage of portfolio construction.
Led by Hamish Chamberlayne and Aaron Scully, this concentrated portfolio of 30–50 holdings targets U.S. companies driving sustainable development and innovation. The fund aligns revenues with long-term environmental and social themes such as cleaner energy, water management, sustainable transport, and healthcare. It follows a “triple bottom line” philosophy seeking companies that do no harm, deliver positive outcomes, and compound long-term growth. Active engagement and strict exclusion criteria ensure that only businesses contributing meaningfully to a sustainable global economy are included.
This fund invests in 40–60 U.S. companies whose products or services generate measurable positive impact. It focuses on six key pillars: reducing greenhouse gases, promoting healthy ecosystems, nurturing circular economies, enabling social equity, improving health, and enhancing safety. Around one-third of the portfolio targets climate and resource efficiency, while the remainder addresses social equity and quality of life. The strategy combines traditional financial metrics with proprietary impact analysis, maintaining high active share and strong earnings growth potential relative to the S&P 500 Index.
Managed by Vontobel’s Zurich-based mtx Equities team, this fund invests in emerging-market companies that demonstrate leadership in profitability, industry positioning, and sustainability. Each holding must contribute positively to at least one UN Sustainable Development Goal and derive over 50 % of revenues from sustainable activities. The team uses a four-pillar framework: profitability, industry position, valuation, and sustainability, to identify “champion” firms with durable returns on invested capital. The approach combines disciplined ESG analysis with fundamental research to uncover high-quality, attractively valued businesses across Asia, Latin America, and other growth markets.
Run by Mike Fox and George Crowdy, this fund invests in 30–50 global companies contributing positively to one or more of Royal London’s four sustainability themes: clean, healthy, safe, and inclusive. It applies rigorous due diligence through the firm’s proprietary Sustainability Standard, excluding sectors such as fossil-fuel extraction, tobacco, armaments, and non-compliant businesses under the UN Global Compact. With an active share above 80% and a five-year outperformance target of 2.5 % per year versus the MSCI ACWI, the fund balances strong financial discipline with social and environmental purpose.
Managed by J.O. Hambro Capital Management, this Article 9 fund invests in companies providing solutions to global water and waste challenges. It combines exposure to both the water and waste value chains, an approach that provides strong diversification and very low overlap with traditional global equity funds. The strategy focuses on financially robust businesses that deliver environmental impact through cleaner water access, efficient resource use, and circular-economy innovation, while aiming for long-term outperformance of the MSCI AC World Index.
The CCLA Better World Global Equity Fund invests in a diversified portfolio of international companies contributing to a fairer, healthier, and more sustainable world. The strategy integrates financial analysis with active ownership, leveraging CCLA’s pioneering engagement work on issues such as mental health, modern slavery, and fair pay to influence positive corporate behaviour. Investments are aligned to six sustainability themes: climate, nature, health, social justice, governance, and communities. The fund’s approach centres on stewardship rather than exclusion, using shareholder influence to drive measurable improvements in global business practices.
This high-conviction global equity portfolio holds 40–50 companies that lead the transition to a sustainable future. Managed by Federated Hermes, a pioneer of responsible investing and founding signatory of the UN PRI, the fund combines deep ESG integration with one of the world’s largest stewardship teams, EOS at Federated Hermes. It aims to deliver long-term capital growth with a smaller environmental footprint than the MSCI AC World Index by investing in innovative, resilient businesses that address sustainability challenges through products, services, and strong governance.
This globally diversified equity strategy invests in companies with high ESG ratings and excludes sectors such as fossil fuels, tobacco, and controversial weapons. Built on Storebrand’s long history of sustainable investing and Paris-aligned principles, the fund systematically tilts portfolios toward firms with lower carbon footprints and better sustainability profiles. It seeks to capture global equity growth while maintaining strict responsible-investment standards consistent with the EU SFDR Article 8 classification.
This global equity fund blends traditional value investing with sustainability leadership. It invests only in companies deemed “sustainability leaders”: those generating a net positive benefit to society and the environment, as measured by Schroders’ proprietary SustainEx framework. Combining disciplined valuation analysis with active engagement, the fund targets undervalued firms that are best-in-class on ESG performance and uses stewardship to drive further progress on governance, resource efficiency, and social responsibility.
This Article 9 fund invests in government bonds issued by countries that are actively reducing greenhouse gas emissions or implementing credible decarbonisation policies. Managed by Pictet Asset Management’s experienced fixed-income team, it aims to outperform traditional sovereign benchmarks while maintaining under half the carbon footprint of the FTSE World Government Bond Index. The portfolio focuses on issuers with strong climate governance, fiscal discipline, and measurable emissions-reduction pathways, providing investors with exposure to climate-aligned sovereign debt.
The fund invests globally in social and sustainability-linked bonds that finance projects improving access to essential services such as healthcare, education, housing, and financial inclusion. Drawing on Columbia Threadneedle’s deep experience as a social bond pioneer, the fund partners with independent advisors such as The Good Economy and Steward Redqueen to ensure transparency and social additionality. Engagement with issuers and industry bodies is central to the process, helping to grow the market for labelled social debt and enhance reporting quality.
This strategy invests across corporate, government, supranational, and agency bonds that address global environmental and social challenges. The fund targets three impact themes: life essentials, human empowerment, and environment with investments spanning affordable housing, clean water, education, and renewable energy. It maintains a primarily investment-grade profile and measures success through quantifiable metrics such as greenhouse gas emissions avoided and beneficiaries reached. Exclusions include sectors such as fossil fuels, tobacco, and controversial weapons.
Managed by Bryn Jones and the award-winning Greenbank team, this global “best ideas” credit fund invests in issuers that contribute to sustainable development and align with the UN SDGs. Every holding, including government bonds, must pass a robust ethical and sustainability screening process. The fund combines negative screening and positive impact selection across eight sustainability themes, using expert analysis and stewardship to ensure measurable environmental and social outcomes while targeting long-term, risk-adjusted returns.
This actively managed impact bond strategy invests in global credit issuers delivering measurable environmental and social outcomes. It targets themes such as reducing greenhouse gas emissions, promoting healthy ecosystems, improving access to healthcare and affordable housing, and financing sustainable infrastructure. Each investment undergoes rigorous “Five Dimensions of Impact” analysis to ensure intentionality, materiality, and measurability. By blending traditional fixed-income research with proprietary ESG and impact frameworks, the fund aims to deliver strong risk-adjusted returns alongside tangible progress toward the UN Sustainable Development Goals.
This fund provides direct, secure exposure to responsibly sourced physical gold held by The Royal Mint, the UK’s oldest precious metals custodian. Each bar is sourced under strict sustainability and traceability standards consistent with the London Bullion Market Association (LBMA) Responsible Sourcing Programme. The fund offers investors a transparent, low-cost way to hold gold as both a hedge against inflation and a long-term store of value, aligning with portfolios seeking stability, liquidity, and verifiable ESG credentials.
This innovative commodity strategy invests across energy, metals, and agriculture with a sustainability overlay that prioritises resources essential for the low-carbon transition. The fund’s systematic approach ensures diversification and cost efficiency, while the proprietary Sustainability Matrix® excludes activities misaligned with environmental goals. By emphasising transition-critical materials such as copper, nickel, and aluminium, key to electrification, infrastructure, and renewable energy, the fund captures the commodity super-cycle driven by global decarbonisation.
Offering direct exposure to physical silver, this fund combines safe-haven characteristics with structural growth potential from clean energy and industrial innovation. Silver is essential for solar panels, electric vehicles, and advanced electronics, sectors that underpin the global transition to net zero. The fund’s pure, unlevered exposure allows investors to participate in the long-term growth of sustainable technologies while maintaining portfolio diversification and protection against inflation and market volatility.

We are pleased to partner with Clarity AI - the award-winning state-of-the-art sustainability assessment tool that aims to quantify ESG characteristics from negative exclusions to impact, using seven providers to peel back what each fund is investing in at a constituent stock level. This innovation arms us with our own raw data to make sure the funds in our industry are accurately presenting their sustainability credentials, and offers us a platform to engage with the funds in which we invest for our clients.
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TAM is a proud member of the United Kingdom Sustainable Investment and Finance Association (UKSIF), who inform, influence and connect UK finance, policymakers and the public achieve a vision of a fair, inclusive and sustainable financial system that works for the benefit of society and the environment. Their annual Good Money Week campaign is the leading event promoting sustainability in retail finance.
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We are pleased to collaborate with Carbon Footprint Ltd, the Quality Assurance Standard (QAS) approved provider of internationally recognised carbon footprint calculators and offset projects, dedicated to guiding organisations on their journey towards achieving Net Zero, offering a comprehensive six-step approach to seamlessly reduce emissions and pave the way for a sustainable future.
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We are a proud signatory of the internationally recognised Principles for Responsible Investment (PRI), who are working to achieve an economically efficient, sustainable global financial system, by encouraging adoption of the Principles and collaboration on their implementation. By signing the principles, TAM can publicly demonstrate our commitment to incorporating environmental, social and governance factors into our investment decision making and ownership practices, benefitting from a global collaborative network, cutting-edge research and resources, and transparent reporting.
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We are a proud member of the innovative AdviserAction initiative - a first-of-its-kind membership organisation facilitated by sustainable investment pioneer CCLA, which will focus on engagement with listed companies to drive sustainable outcomes. We strongly believe that engagement is a key tool in driving real-world outcomes for our industry, and AdviserAction will bring our clients even closer to what good can come from investing.
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