Broad ESG / sustainable (active)

Mandates which target the same performance as a global ESG equity benchmark index (ie with ESG related exclusion, inclusion or weighting rules).

	AMC per annum (£,000)
	£25mn	£50mn	£75mn	£100mn	£125mn	£150mn	£175mn	£200mn	£225mn	£250mn	£275mn	£300mn	£325mn	£350mn	£375mn	£400mn	£425mn	£450mn	£475mn	£500mn
AMC top quartile	188	375	563	750	938	1,125	1,313	1,500	1,688	1,875	2,063	2,250	2,438	2,625	2,813	3,000	3,188	3,375	3,563	3,750
AMC median	185	315	413	550	688	825	910	1,040	1,170	1,300	1,430	1,560	1,690	1,820	1,950	2,080	2,210	2,340	2,470	2,600
AMC bottom quartile	150	300	375	500	538	645	753	860	968	1,075	1,183	1,290	1,398	1,505	1,613	1,720	1,828	1,935	2,043	2,150

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Mandates which target the same performance as a global ESG equity benchmark index (ie with ESG related exclusion, inclusion or weighting rules).

	OCF per annum (£,000)
	£25mn	£50mn	£75mn	£100mn	£125mn	£150mn	£175mn	£200mn	£225mn	£250mn	£275mn	£300mn	£325mn	£350mn	£375mn	£400mn	£425mn	£450mn	£475mn	£500mn
OCF top quartile	230	775	1,163	1,550	1,938	2,325	2,713	3,100	3,488	3,875	4,263	4,650	5,038	5,425	5,813	6,200	6,588	6,975	7,363	7,750
OCF median	208	405	593	790	988	1,185	1,383	1,580	1,778	1,975	2,173	2,370	2,568	2,765	2,963	3,160	3,358	3,555	3,753	3,950
OCF bottom quartile	158	315	450	600	700	840	963	1,100	1,215	1,350	1,485	1,620	1,755	1,890	2,025	2,160	2,295	2,430	2,565	2,700

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mandates which target the same performance as a global ESG equity benchmark index (ie with ESG related exclusion, inclusion or weighting rules).