Liontrust Responsible Capitalism Report 2024 - Flipbook - Page 109
Engagement on other ESG related topics
The team also engaged holdings on other ESG related topics, including:
Company
What the
group does
Date
Discussion topic(s)
Discussion summary
Impact on investment
decision (if any)
CPI Property
Real estate
landlord
21 Nov
2023
Appropriateness of owner taking a
dividend given accusations in a shortseller note that the owner has been
inappropriately extracting cash and
assets from the business
Concerns noted by CEO and a few
days later it was announced that the
company would not be paying a
dividend to its owner for 2023.
Held on to position.
ADHERENCE TO LIONTRUST’S CONTROVERSIAL
WEAPONS POLICY
• The Global Fixed Income team adheres to this policy which
excludes investment in companies or issuers with involvement in
cluster munitions, anti-personnel land mines, biological weapons
and/or chemical weapons.
• Liontrust’s controversial weapons policy can be found from the
following web page: https://www.liontrust.co.uk/about-us/
corporate-sustainability/a-responsible-investor
Responsible Capitalism Report 2023 - 109