8 July 2025
Quilter Cheviot renames Climate Assets Funds as it secures SDR label
Quilter Cheviot has today announced it will be renaming its sustainable investment funds, formerly known as Climate Assets, as it adopts the ‘Sustainability Focus’ label as part of the Financial Conduct Authority’s (FCA) Sustainability Disclosure Requirements (SDR) regime.
From 8th September, the range will be called Quilter Cheviot Sustainable Opportunities, with the existing Balanced and Growth funds both taking on the new name. Launched in 2010, with the Growth fund added in 2022, they have consistently been managed by Claudia Quiroz. She is supported by deputy Caroline Langley, Harry Gibbon and the wider Quilter Cheviot sustainable investment team.
The Sustainable Opportunities Balanced and Growth Funds both meet the requirements for the ‘Sustainability Focus’ label, demonstrating the team’s robust sustainable investment process.
Quilter Cheviot is taking the opportunity to adopt the Sustainable Opportunities name to best describe its unchanged approach to finding sustainable investment opportunities across the funds’ five investment themes – clean energy, food, health and well-being, resource efficiency and water. The name reflects the breadth of attractive, sustainable investments identified using data and research including on companies’ contribution to the UN Sustainable Development Goals.
Claudia Quiroz, head of sustainable investment at Quilter Cheviot and lead manager of the funds: “We have championed sustainable investment for over 15 years and are proud that these efforts mean we now meet the criteria for applying the ‘Sustainability Focus’ label to our funds.
“The FCA’s Sustainability Disclosure Requirements represent an important development for the industry, helping to improve transparency and enabling investors to identify those with a credible approach to sustainable investment. The label recognises the robust management and processes that were already in place and our tried and tested sustainable investment philosophy, and this will not change.”
Caroline Langley, deputy manager of the funds, added: “Sustainable investing has had its ‘coming of age’ moment as labelled funds bring clarity and confidence there’s a credible approach. Sustainable Opportunities as a name better conveys how sustainability is hardwired into the funds’ objectives, helping with consumer understanding, a key element in producing good client outcomes.
“Crucially the new name makes it crystal clear to investors that the funds invest in a broad range of opportunities targeting sustainability themes that guide our focus. The themes, clean energy, food, health and well-being, resource efficiency and water have been at the heart of the process since 2010. As a key part of being eligible to use the ‘Sustainability Focus’ label, companies are determined as sustainable using revenue alignment with the UN Sustainable Development Goals. These two multi-asset funds offer investors a straightforward route for those wanting to invest sustainably, while catering for different risk profiles.”
