As a mutual, we're trusted to manage more than £7 billion of our customers' and members' money in companies and other assets across the globe. But we're not just managing your money. We aim to ensure that the way it’s invested delivers better outcomes for you.
On this page
How we're meeting our sustainability goals
Sustainable investing can mean different things to different businesses. At Wesleyan, we do this by engaging with and challenging the businesses we invest in to become more sustainable, focusing our efforts where we believe we can make a positive difference. We achieve this through a combination of ethical exclusions and active engagement. You can read our sustainable investing policy here.
The scrutiny of ESG factors helps highlight any specific opportunities or risks relating to the sustainability of a company or industry that may not be immediately apparent when looking solely at standard financial metrics. As a result, we believe the analysis of a company's sustainability supports the Asset Manager in determining the long-term value of an investment
Our Sustainable Investment (SI) Team
We work independently, and with companies and like-minded investors to drive change within the companies we invest in, encouraging them to take steps that improve their sustainability and achieve better outcomes for the environment and for society.
Our approach
Ethical exclusions
We review all existing and potential investee companies to ensure we only invest in those we believe are operating in a way that reduces their impact on society.
For example, we do not invest in companies that derive any turnover from the manufacture of tobacco products.
Active engagement
We work with other companies and like-minded investors to drive change within the companies we invest in, encouraging them to take steps that improve their sustainability and achieve better outcomes for the environment and for society.
We review all existing and potential investee companies to ensure we only invest in those we believe are operating in a way that reduces their impact on society.
For example, we do not invest in companies that derive any turnover from the manufacture of tobacco products.
Ways we're driving change
Signing up
We are proud signatories of the internationally recognised, UN-sponsored Principles for Responsible Investment and Climate Action 100+.
Speaking out
We’re an active shareholder of the companies we invest in - voting against management where proposals go against our beliefs on sustainability.
Voting history
Investing in companies is a key part of fund management. As shareholders we have the right to vote on a range of strategic issues that include complex areas such as sustainability.
As part of our commitment to 'stewardship', we carefully consider all factors and take appropriate action to vote as we see fit.
Voting is extremely important to us because it can help to shape the way a company is managed, as well as its approach to sustainability.
This, in turn, can affect the long-term financial returns we can expect to achieve for all those who trust in us to invest on their behalf.
Our 2020-25 voting record
These summaries provide an update of our voting actions and example case studies.
- 1 July 2024 - 30 June 2025 (PDF, 152KB)
- 1 July 2023 - 30 June 2024 (PDF, 206KB)
- 1 July 2022 - 30 June 2023 (PDF, 67KB)
2026
- January - March 2026 (PDF, 3.6MB)
2025
- October - December 2025 (PDF, 1.1MB)
- July - September 2025 (PDF, 1.4MB)
- April - June 2025 (PDF, 2.9MB)
- January - March 2025 (PDF, 2.9MB)
Our signatories
We are proud to be signatories to the following organisations:
The Investor Forum
UK-focused collaborative investor network, working to position stewardship at the heart of investment decision making.
Principles for Responsible Investment (PRI)
The world's leading proponent of responsible investment and ESG factor integration. Helps investor signatories incorporate these factors into their investment decision-making process.
Climate Action 100+
An investor led initiative to ensure the world’s largest corporate greenhouse gas emitters take necessary action on climate change.
Key documents
Sustainable investing policy (PDF, 1.74MB)
Stewardship and engagement policy (PDF, 382KB)
Annual Stewardship Report (PDF, 1.5MB)
Shareholder Engagement Policy (PDF, 119 KB)