Quilter Cheviot announced today (8 July) that it will rename its sustainable investment range as part of the Financial Conduct Authority’s new Sustainability Disclosure Requirements (SDR).
From 8 September 2025, the two multi-asset funds — Balanced and Growth — will be renamed Quilter Cheviot Sustainable Opportunities.
The move comes as the firm adopts the FCA’s ‘Sustainability Focus’ label under the regulator’s Sustainability Disclosure Requirements (SDR) regime.
Launched in 2010 and 2022 respectively, the Balanced and Growth funds have been led since inception by head of sustainable investment Claudia Quiroz.
She continues to manage the strategies alongside deputy manager Caroline Langley, Harry Gibbon and Quilter Cheviot’s broader sustainable investment team.
Quiroz said the renaming reflects the firm’s “unchanged and well-established investment approach” but adds clarity and transparency for clients.
“We have championed sustainable investment for over 15 years,” she said.
“The FCA’s Sustainability Disclosure Requirements represent an important development for the industry, helping to improve transparency and enabling investors to identify those with a credible approach to sustainable investment.”
She added: “The label recognises the robust management and processes that were already in place, and our tried and tested sustainable investment philosophy will not change.”
The funds continue to invest in opportunities aligned with five core sustainability themes: clean energy; food; health and well-being; resource efficiency; and water.
Investments are assessed using proprietary research and data, including analysis of companies’ contribution to the UN Sustainable Development Goals.
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Langley said the new name was designed to better articulate the fund’s purpose and make it easier for investors to understand how sustainability is integrated.
“Sustainable investing has had its ‘coming of age’ moment,” she said.
“Sustainable Opportunities as a name better conveys how sustainability is hardwired into the funds’ objectives, helping with consumer understanding: a key element in delivering good client outcomes.”
She added: “The themes have been at the heart of the process since 2010. As part of the requirements for using the ‘Sustainability Focus’ label, companies must be determined as sustainable using revenue alignment with the UN SDGs.”
Quilter Cheviot said the updated fund names reaffirm its commitment to transparent, research-driven sustainable investing.
The Sustainable Opportunities funds are designed to offer investors clear, risk-profiled options for incorporating sustainability into their portfolios.
