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Home _ Responsible Investing _ Responsible Investing Resources
  • Home
  • About
    • The Team
    • Corporate Social Responsibility
    • Charity & Community
    • Resources
  • Funds
    • MI Chelverton UK Equity Income Fund
    • MI Chelverton UK Equity Growth Fund
    • MI Chelverton European Select Fund
    • MI Chelverton UK Opportunities Fund
    • FS Chelverton Global Technology Fund
    • FS Chelverton Thyra Fund
    • Chelverton UK Dividend Trust PLC
    • The Investment Company
  • Responsible Investing
    • Responsible Investing Resources
  • Contacts

Responsible Investing Policies and Reports

Chelverton Asset Management – TCFD Report 2024

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Engagement Plan 2025

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ESG Integration Policy 2025

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Shareholder Engagement and Voting Policy 2025

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Responsible Investing Policy Pack 2024

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CAM-SFDR Website Disclaimer

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Engagement and Voting Record Quarter 4 2025

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Engagement and Voting Record Quarter 3 2025

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Engagement and Voting Record Q2 2025

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Engagement and Voting Record Q1 2025

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Engagement and Voting Report Q4 2024

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Engagement and Voting Report Q3 2024

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Engagement and Voting Report Q2 2024

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Engagement and Voting Report Q1 2024

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For previous quarterly engagement and voting reports please contact us at info@chelvertonam.com

UK Stewardship Code Report 2024

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UK Stewardship Code Report 2023

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PRI Assessment Report – 2025

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PRI Assessment Report 2024

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Please email us at info@chelvertonam.com for ESG bulletins and insights pieces

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Chelverton Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in England. Company number: 03429348.
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