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The contents of this website have been approved by PISEL, which is authorised and regulated by the Central Bank of Ireland. Perpetual Group is a trading name of PISEL.
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All investment products and services referenced in this website are managed and offered by either PISEL or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates").
The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested. This may be partly the result of exchange rate fluctuations in investments which have an exposure to foreign currencies. You should be aware that past performance is no guarantee of future performance.
Any tax relief mentioned is that currently available and is subject to change. The value of any tax advantage is dependent upon individual circumstances.
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For UK Professional Investors only:
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom and should not be relied on by residents or citizens of other jurisdictions. By clicking the “Proceed” button above, you are agreeing to the Terms & Conditions of use.
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The contents of this website are issued and approved in the UK by J O Hambro Capital Management Limited (“JOHCML”) which is authorised and regulated by the Financial Conduct Authority. Registered office: Level 3, 1 St James’s Market, London SW1Y 4AH. Issued in the European Union by Perpetual Investment Services Europe Limited (“PISEL”) which is authorised by the Central Bank of Ireland. Registered office: 24 Fitzwilliam Place, Dublin 2, Ireland D02 T296. References to “JOHCM” below are to either JOHCML or PISEL as the context requires.
This website provides information about JOHCM investment products and ideas aimed at institutional investors only. If you are in any doubt about any of the information on this website, please consult your financial adviser. The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested. This may be partly the result of exchange rate fluctuations in investments which have an exposure to foreign currencies. You should be aware that past performance is no guarantee of future performance.
Specific risks associated with particular investments are detailed on this website and in our printed literature. Please ensure that clients are shown a copy of the relevant Prospectus and Key Investor Information Document (KIID) before investing. Prospectuses, KIIDs and application forms are available to download from the Literature section of this website.
Any tax relief mentioned is that currently available and is subject to change. The value of any tax advantage is dependent upon individual circumstances.
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The distribution of the information contained on this website may be restricted by law in certain jurisdictions and, accordingly, persons who access it are required to inform themselves of and comply with any such restrictions. Persons interested in acquiring any investment should inform themselves as to: (i) the legal requirements within the countries of their nationality, residence, ordinary residence or domicile for such acquisition; (ii) any foreign exchange control requirement which they might encounter on the acquisition or sale of investments; and (iii) the income tax and other tax consequences which might be relevant to the acquisition, holding or disposal of any investment.
This website gives wider circulation to certain documents and information that may also be available by other means. JOHCM has used its best efforts to ensure that the information appearing on this site has been properly reproduced and is accurate, but cannot accept responsibility for errors, omissions or inaccuracies. Should there be any discrepancies between documents reproduced on this website and the originals, then the originals will prevail.
Terms of use
The information on this website does not constitute an offer or solicitation and is provided for information purposes only and not as the basis for any contract for the purchase or sale of any investment product or instrument. The information on this website shall not be deemed to constitute advice and should not be relied on as such to enter into a transaction or for any investment decision. It is not the intention to make available the material on this website in any territories where to do so would be unlawful.
The Privacy Statement applies to this website only. We keep our Privacy Statement under review and will place any updates on this web page. Our website contains links to other websites. When you link to other websites you should read their own privacy notices. These links do not constitute any endorsement, sponsorship or approval of the materials appearing in such websites. In accessing these websites you may be proceeding to the website of an organisation that is not regulated under the Financial Services and Markets Act 2000. JOHCM has not examined such websites and does not take any responsibility for the contents of such sites or for their services.
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JOHCM may make changes to the website pages at any time without notice. JOHCM makes every effort to keep this website operational, however, certain technical difficulties may, from time to time, result in suspension of the website's operations. JOHCM does not accept liability arising from failure of the website to remain operational.
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Privacy Policy
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Trillium’s Statement Re: Supreme Court Overturning Roe V. Wade
While small-cap stocks were hard hit during the first half of 2022, August’s earnings season revealed a bounce back for the asset class. What does this mean for Trillium’s ESG Small/Mid Cap Core Portfolio?
Dear U.S. Environmental Protection Agency Administrator and Members of Congress,
Supreme Court Overturns Roe V. Wade
With the Supreme Court’s announcement today overruling Roe v. Wade and Planned Parenthood v. Casey we are deeply saddened and angered. Trillium fears what this means for human rights, the American economy, the state of women in the workplace, and the companies that are inextricably linked to all of those issues.
Reproductive rights, including access to abortion care, are linked to gender equity, which in turn is a cornerstone for achieving Trillium’s mission of advancing humankind towards a global sustainable economy, a just society, and a better world. This reactionary decision makes us fear for the health and welfare of millions of Americans. This decision has been made possible by a group of justices nominated by a president who took office with the votes of a minority of Americans, and who were confirmed by senators also representing a minority of Americans. According to a Washington Post poll in May, Americans say Roe v. Wade should be upheld rather than overturned by a roughly 2-to-1 margin.
Trillium has a long history in this fight [https://www.trilliuminvest.com/news-views/the-fight-for-reproductive-health-access] and while today is unquestionably a setback for human rights and democracy, Trillium will remain undeterred. We will continue to stand up for reproductive rights in our own human resources policies and practices, at the state and federal levels, and in our dialogues with the companies in which we invest.
Supreme Court Overturns Roe V. Wade
With the Supreme Court’s announcement today overruling Roe v. Wade and Planned Parenthood v. Casey we are deeply saddened and angered. Trillium fears what this means for human rights, the American economy, the state of women in the workplace, and the companies that are inextricably linked to all of those issues.
Reproductive rights, including access to abortion care, are linked to gender equity, which in turn is a cornerstone for achieving Trillium’s mission of advancing humankind towards a global sustainable economy, a just society, and a better world. This reactionary decision makes us fear for the health and welfare of millions of Americans. This decision has been made possible by a group of justices nominated by a president who took office with the votes of a minority of Americans, and who were confirmed by senators also representing a minority of Americans. According to a Washington Post poll in May, Americans say Roe v. Wade should be upheld rather than overturned by a roughly 2-to-1 margin.
Trillium has a long history in this fight [https://www.trilliuminvest.com/news-views/the-fight-for-reproductive-health-access] and while today is unquestionably a setback for human rights and democracy, Trillium will remain undeterred. We will continue to stand up for reproductive rights in our own human resources policies and practices, at the state and federal levels, and in our dialogues with the companies in which we invest.
Supreme Court Overturns Roe V. Wade
With the Supreme Court’s announcement today overruling Roe v. Wade and Planned Parenthood v. Casey we are deeply saddened and angered. Trillium fears what this means for human rights, the American economy, the state of women in the workplace, and the companies that are inextricably linked to all of those issues.
Reproductive rights, including access to abortion care, are linked to gender equity, which in turn is a cornerstone for achieving Trillium’s mission of advancing humankind towards a global sustainable economy, a just society, and a better world. This reactionary decision makes us fear for the health and welfare of millions of Americans. This decision has been made possible by a group of justices nominated by a president who took office with the votes of a minority of Americans, and who were confirmed by senators also representing a minority of Americans. According to a Washington Post poll in May, Americans say Roe v. Wade should be upheld rather than overturned by a roughly 2-to-1 margin.
Trillium has a long history in this fight [https://www.trilliuminvest.com/news-views/the-fight-for-reproductive-health-access] and while today is unquestionably a setback for human rights and democracy, Trillium will remain undeterred. We will continue to stand up for reproductive rights in our own human resources policies and practices, at the state and federal levels, and in our dialogues with the companies in which we invest.
No genuine effort to slow or combat climate change can ignore Energy and Power. Trillium seeks to find the companies best-positioned to lead―and benefit from―the ongoing energy transition. Learn more about our approach to investing in Energy and Power.
Advocacy Impact Report - Second Half 2021
Trillium considers it fundamental to our mission and our fiduciary responsibility to engage with the companies that we hold in our portfolios to press for positive change that we believe will help improve ESG policies, performance, or impact. Learn more about our recent engagement activities.
