4 of 7 Attribute 3: The portfolio focuses on investing in funds that Quilter regards as leaders in ESG integration The portfolio management team have analysed the funds in this portfolio and believe they clearly co nsider ESG factors alongs ide other areas as part of their overall investment strategy. The funds held in this portfolio have all passed a rigorous investment due diligence process and ha ve gone through a two sta ge ESG screening and selection process: 1. Each fund goes through an initial ESG screening process that enables us to flag them as poten tial leaders in ESG integ ration. 2. Funds that successfully pass through the initial screening stage are then subject to detailed ESG due diligence to det ermine whether they qualify as a leader in ESG integration. Attribute 4: The portfolio invests in funds that pursue explicit environmental and/or social targets The funds in the portfolio must satisfy one of the following criteria: – The fund has explicit ESG objectives. – The fund promotes environmental or social characteristics. – The fund has sustainable investment as its objective. The portfolio management team has assessed the funds in this portfolio and are comfortable with wha t each fund’s environment al and/or social targets or characteristics are, and how the fund managers intend to achieve them. Attribute 5: The portfolio invests substantially in funds that target positive sustainable outcomes The funds in the portfolio have gone through a sustainable outcomes assessment to help us understan d how each fund is seekin g to achieve positive sustainable outcomes, what these sustainable outcomes are, and how these align with the manager’s intentions . We have focused on two of these funds below: Pictet Clean Energy We invest in this fund because it: 1. provides exposure to companies supporting the low carbon economy with a focus on renewable energy and the enabling infrastructure and technology. 2. offers strong alignment between thematic purity and portfolio position sizing. 3. is supported by an independent advisory board providing deeper insight into the regulatory environment and trends supporting the theme. Ninety One Global Environment We invest in this fund because it: 1. invests in companies providing solutions for sustainable decarbonisation, supported by their proprietary ‘carbon avoided’ analysis. 2. provides exposure to companies involved in renewable energy, electrification, and resource efficiency. 3. provides exposure to the energy transition story in China – its success is critical in meeting the goals of the Paris Agreement to limit the global temperature increase. Did you know? This fund invests in NextEra Energy , the world’s largest producer of wind and solar energy and key to supporting the energy transition in the US . Did you know? This fund invests in Novozymes , a biotech company using enzyme technology to improve energy and resource efficiency in agriculture and food production.