Corporate Social Responsibility

Equitix believes that the same principles and high standards applied throughout the investment lifecycle should be reflected in the way in which we run our own business.

Our commitment to corporate social responsibility is driven by core values of trust, partnership and excellence, and continues to evolve across 4 key pillars:

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Corporate Social Responsibility in Practice

The Equitix Foundation

Established in 2021, the Equitix Foundation has been set up to support charities connected to the communities served by Equitix assets. The Foundation empowers all Equitix employees to identify meaningful causes which are:

  • Important to our people and tells a personal Equitix story
  • A smaller charity, rather than a big name, where the Foundation’s donation can make a really big difference
  • Related to the communities served by our investments

The Foundation is overseen by a committee, which is composed of representatives from across each of the Equitix teams. The role of the Committee is to select charities which meet the Foundation’s goals and to encourage colleagues to raise charitable ideas for the Foundation to support. Equitix matches charitable donations made by employees, up to 1% of the total Equitix payroll.

Causes supported to date include:

Our online charity auction raised £130,000 in support of:

  • British Exploring Society – wilderness expeditions and workshops for young people from deprived backgrounds in schools within the Equitix portfolio
  • Student Minds – expanding the mental health charter, community building and student accommodation provider training programmes for the UK’s student mental health charity
  • Little Miracles – sensory play, education, life-skills sessions and training in bereavement counselling for children with additional needs, disabilities or life-limiting conditions and their families

Equitix Race to the US

  • Over eight weeks from February 1 to April 1, members of the Equitix team walked, ran, rowed, swam and cycled 20,000 miles to raise money for Highland Hospice and Carney’s Community
  • They journeyed virtually, as teams, from London to Glasgow, then to our European offices in Milan, Frankfurt and Madrid, into Asia, the Middle East, and then across the Atlantic to New York
  • Staff raised £7,294

Uptree Partnership

Uptree

Equitix has formed a partnership with Uptree allowing us to connect with young people before they leave school or college. Uptree's mission is to provide students with access to first-hand careers advice, to build their confidence and to connect them directly with industry professionals. Talking to professionals outside of a school setting, in a professional environment, helps to raise awareness of careers and the aspirations of young people.

Uptree’s social mission is an inspiring one and aligns with Equitix’s Diversity & Inclusion message.

Recent events held in partnership with Uptree include:

March 2021 Online Work Experience Day

  • 34 students attended from 34 schools
  • 43% identified as women
  • 33% were in receipt of Free School Meals
  • 76% were from Black, Asian or Minority ethnic backgrounds
  • 50% of parents did not attend university

December 2020 Work Experience Day

  • 39 students attended from 35 schools
  • 51% identified as women
  • 27% were in receipt of Free School Meals
  • 80% were from Black, Asian or Minority ethnic backgrounds
  • 64% of parents did not attend university

Please see the link for Uptree’s Values: Our mission and values at Uptree | Uptree

Further information about Uptree and our partnership can be found here: Professional network for young people (uptree.co)

Click back to the main Sustainability page.

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Gateposting Website Disclaimer

Equitix Investment Management Ltd

UK disclaimer

Before entering the website, please read the following important information and confirm your acceptance below.

The information on this website is directed by Equitix exclusively at persons in the United Kingdom who are either a "professional client" or an "eligible counterparty", each as defined in the FCA's Conduct of Business sourcebook, or are otherwise "investment professionals" within the meaning of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 or the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) Order 2001, as applicable.

For persons outside of the United Kingdom, this website is only directed to persons who may lawfully access it without breach of law or regulation or imposing any requirement on Equitix or any other person to be licensed, registered or approved in any other jurisdiction. If you choose to access this site from outside the United Kingdom, it is your sole responsibility to comply with local laws.

Legal and regulatory information: This website is controlled and operated by Equitix from its offices within the United Kingdom. Where Equitix is referred to on the website it refers to Equitix Holdings Limited (EHL) and all of its subsidiaries, along with its managed funds. EHL is a private limited company incorporated in England and Wales with company number 05972500.

Equitix Investment Management Ltd, a subsidiary of EHL, is a private limited company incorporated in England and Wales which is authorised and regulated by the Financial Conduct Authority with firm reference number 471196.

Information purposes only: The contents of this website have been prepared for information purposes only and are not intended to be relied upon as a forecast, tax or investment advice. This website and the information contained within do not constitute and should not be regarded as an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.

Investment risk: The value of investments may go down as well as up and investors in the products and services referred to on the website may not get back the amount they invested. Any references on this website to past investment performance are not a reliable indicator of future returns. Any projections or future looking statement are not guaranteed.

Accuracy of information: Equitix makes no warranties or representations as to the accuracy of the information on this website. Equitix or any party involved in creating or delivering the website shall not be liable for any direct, incidental consequential, indirect or punitive damages that result from the use of, or the inability to use the materials on this website.

Cookies: Equitix uses cookies on this website to give you the most relevant experience by remembering your preferences in repeat visits. By clicking “I have read and agreed” below, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. For more information, please refer to section L of our Privacy Notice.

Copyrights, trademarks and other intellectual property: The copyright and all other rights in the material on this website are proprietary to Equitix. The information contained on this website is intended solely for the use of any persons who access the website, and may not be reproduced, distributed or published to any other person. The use of the trademarks displayed on this website or any other content on this website, except as expressly provided, is prohibited.

Data privacy: Please refer to the Equitix Privacy Statement on the collection and use of personal information, which is incorporated into these disclaimers.

Please note that statements made on this website are subject to change, correction or update without notice.

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Please read the following important information before entering the website and confirm your acceptance below:

The information on this website is directed exclusively at persons who are "professional clients ", as defined in the Markets in Financial Instruments Directive 2014/65/EU (MiFID II).

This website is only directed to persons who may lawfully access it without breach of law or regulation or imposing any requirement on Equitix or any other person to be licensed, registered or approved in any other jurisdiction. If you choose to access this site from the European Union or any jurisdiction outside the United Kingdom, it is your sole responsibility to comply with local laws.

Legal and regulatory information: This website is controlled and operated by Equitix from its offices within the United Kingdom. Where Equitix is referred to on the website it refers to Equitix Holdings Limited (EHL) and all of its subsidiaries, along with its managed funds. EHL is a private limited company incorporated in England and Wales with company number 05972500.

Equitix Investment Management Ltd, a subsidiary of EHL, is a private limited company incorporated in England and Wales which is authorised and regulated by the Financial Conduct Authority with firm reference number 471196.

Information purposes only: The contents of this website have been prepared for information purposes only and are not intended to be relied upon as a forecast, tax or investment advice. This website and the information contained within do not constitute and should not be regarded as any form of marketing or pre-marketing, or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.

Investment risk: The value of investments may go down as well as up and investors in the products and services referred to on the website may not get back the amount they invested. Any references on this website to past investment performance are not a reliable indicator of future returns. Any projections or future looking statement are not guaranteed.

Accuracy of information: Equitix makes no warranties or representations as to the accuracy of the information on this website. Equitix or any party involved in creating or delivering the website shall not be liable for any direct, incidental consequential, indirect or punitive damages that result from the use of, or the inability to use the materials on this website.

Cookies: Equitix uses cookies on this website to give you the most relevant experience by remembering your preferences in repeat visits. By clicking “I have read and agreed” below, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. For more information, please refer to section L of our Privacy Notice.

Copyrights, trademarks and other intellectual property: The copyright and all other rights in the material on this website are proprietary to Equitix. The information contained on this website is intended solely for the use of any persons who access the website, and may not be reproduced, distributed or published to any other person. The use of the trademarks displayed on this website or any other content on this website, except as expressly provided, is prohibited.

Data privacy: Please refer to the Equitix Privacy Statement on the collection and use of personal information, which is incorporated into these disclaimers.

Please note that statements made on this website are subject to change, correction or update without notice.

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Please read the following important information before entering the website and confirm your acceptance below:

The information on this website is not intended for, and is not to be made available to, persons in the United States (including its territories and possessions, any state of the United States and the District of Columbia) (United States). Further, the website and the information contained within do not constitute and should not be regarded as an offer of securities for sale in the United States. Any securities referred to on this website have not been and will not be registered under the US Securities Act of 1933, as amended (US Securities Act), or under the securities laws of any state or other jurisdiction of the United States, and may not be offered or sold in or into the United States absent registration except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the US Securities Act and in accordance with any applicable securities laws of any state or other jurisdiction of the United States. There will be no public offering of securities in the United States by Equitix.

Legal and regulatory information: This website is controlled and operated by Equitix from its offices within the United Kingdom. Where Equitix is referred to on the website it refers to Equitix Holdings Limited (EHL) and all of its subsidiaries, along with its managed funds. EHL is a private limited company incorporated in England and Wales with company number 05972500.

Equitix Investment Management Ltd, a subsidiary of EHL, is a private limited company incorporated in England and Wales which is authorised and regulated by the Financial Conduct Authority with firm reference number 471196.

Information purposes only: The contents of this website have been prepared for information purposes only and are not intended to be relied upon as a forecast, tax or investment advice. This website and the information contained within do not constitute and should not be regarded as an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.

Investment risk: The value of investments may go down as well as up and investors in the products and services referred to on the website may not get back the amount they invested. Any references on this website to past investment performance are not a reliable indicator of future returns. Any projections or future looking statement are not guaranteed.

Accuracy of information: Equitix makes no warranties or representations as to the accuracy of the information on this website. Equitix or any party involved in creating or delivering the website shall not be liable for any direct, incidental consequential, indirect or punitive damages that result from the use of, or the inability to use the materials on this website.

Cookies: Equitix uses cookies on this website to give you the most relevant experience by remembering your preferences in repeat visits. By clicking “I have read and agreed” below, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. For more information, please refer to section L of our Privacy Notice.

Copyrights, trademarks and other intellectual property: The copyright and all other rights in the material on this website are proprietary to Equitix. The information contained on this website is intended solely for the use of any persons who access the website, and may not be reproduced, distributed or published to any other person. The use of the trademarks displayed on this website or any other content on this website, except as expressly provided, is prohibited.

Data privacy: Please refer to the Equitix Privacy Statement on the collection and use of personal information, which is incorporated into these disclaimers.

Please note that statements made on this website are subject to change, correction or update without notice.

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Rest of world disclaimer

Please read the following important information before entering the website and confirm your acceptance below:

This website is controlled and operated by Equitix from its offices within the United Kingdom. Equitix makes no representation that the website or any of the contents within are appropriate or available for use in other locations, or that access to the website is not illegal or prohibited in those jurisdictions. The website is only directed to persons who may lawfully access it without breach of law or regulation or imposing any requirement on Equitix or any other person to be licensed, registered or approved in any other jurisdiction.

If you choose to access the website from any location other than the United Kingdom, you do so on your own initiative and are responsible for establishing the legality, usability and correctness of any information within the website under any or all jurisdictions and the compliance of that information with local laws, if and to the extent local laws are applicable.

Legal and regulatory information: This website is controlled and operated by Equitix from its offices within the United Kingdom. Where Equitix is referred to on the website it refers to Equitix Holdings Limited (EHL) and all of its subsidiaries, along with its managed funds. EHL is a private limited company incorporated in England and Wales with company number 05972500.

Equitix Investment Management Ltd, a subsidiary of EHL, is a private limited company incorporated in England and Wales which is authorised and regulated by the Financial Conduct Authority with firm reference number 471196.

Information purposes only: The contents of this website have been prepared for information purposes only and are not intended to be relied upon as a forecast, tax or investment advice. This website and the information contained within do not constitute and should not be regarded as an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.

Investment risk: The value of investments may go down as well as up and investors in the products and services referred to on the website may not get back the amount they invested. Any references on this website to past investment performance are not a reliable indicator of future returns. Any projections or future looking statement are not guaranteed.

Accuracy of information: Equitix makes no warranties or representations as to the accuracy of the information on this website. Equitix or any party involved in creating or delivering the website shall not be liable for any direct, incidental consequential, indirect or punitive damages that result from the use of, or the inability to use the materials on this website.

Cookies: Equitix uses cookies on this website to give you the most relevant experience by remembering your preferences in repeat visits. By clicking “I have read and agreed” below, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. For more information, please refer to section L of our Privacy Notice.

Copyrights, trademarks and other intellectual property: The copyright and all other rights in the material on this website are proprietary to Equitix. The information contained on this website is intended solely for the use of any persons who access the website, and may not be reproduced, distributed or published to any other person. The use of the trademarks displayed on this website or any other content on this website, except as expressly provided, is prohibited.

Data privacy: Please refer to the Equitix Privacy Statement on the collection and use of personal information, which is incorporated into these disclaimers.

Please note that statements made on this website are subject to change, correction or update without notice.

I have read and agreed