Financial Reporting Council’s Stewardship Code (“The Code”)

This document sets out the approach by BGB Weston to responsible ownership, with regard to the guidelines set out in the UK Stewardship Code (the “Code”) published by the Financial Reporting Council (“FRC”) in July 2010.

BGB Weston delivers active investment management to private clients, institutions and intermediaries. As well as management within funds, BGB Weston uses active asset allocation in managed portfolios to meet clients’ diverse needs. Our funds and strategies cover a broad range of asset classes and currencies to cater for all market conditions. We have a duty to act in the best interests of our clients and to protect and enhance the economic value of our clients’ investments.

We are signatories to the Stewardship Code and comply fully with all the Code’s principles.

The seven principles of the Code are that institutional investors should:

  • Publicly disclose their policy on how they will discharge their stewardship responsibilities;
  • Have and publicly disclose a robust policy on managing conflicts of interest in relation to stewardship;
  • Monitor their investee companies;
  • Establish clear guidelines on when and how they will escalate their activities as a method of protecting and enhancing shareholder value;
  • Be willing to act collectively with other investors where appropriate;
  • Have a clear policy on voting and disclosure of voting activity;
  • Report periodically on their stewardship and voting activities.

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