Annual Report & Financial Statements

Overview

The report describes a 2023 total return on net assets of 7.3% and a 51st consecutive annual dividend increase. The portfolio held 65 stocks at year-end and maintained a focused UK equity strategy. Its ESG section explains financially material ESG integration, engagement with investee companies and proxy voting.

Document

Report type: Annual Report with Sustainability Disclosures
Class: Embedded
Scope: Full report
Fiscal year: 2023
Period: Ends 31 December 2023
Language: English
Pages
File size

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Standards

GRI
SASB
TCFD
ISSB
ESRS
Integrated Reporting Framework
GHG Protocol
EU Taxonomy
CDP
Other

Materiality

Assessment
Basis

Assurance

Statement included

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