MIGO Opportunities Trust | ESG

The Company invests in closed-end investment funds traded on the London Stock Exchange’s Main Market, but has the flexibility to invest in investment funds listed or dealt on other recognised stock exchanges, in unlisted closed-end funds (including, but not limited to, funds traded on the FTSE AIM All-Share Index) and in open-ended investment funds. The funds in which the Company invests may include all types of investment trusts, companies and funds established onshore or offshore. The Company has the flexibility to invest in any class of security issued by investment funds including, without limitation, equity, debt, warrants or other convertible securities. In addition, the Company may invest in other securities, such as non-investment fund debt, if deemed to be appropriate to produce the desired returns to shareholders.

The Manager of the trust is Premier Miton Group, and as part of the execution of the trust’s investment strategy, its fund managers follow Premier Miton’s responsible investing policy. They integrate Governance and Social responsibility into the investment process, actively engage with investee companies in order deliver improved outcomes for all stakeholders and take an active approach to voting on company resolutions at annual general meetings of investee companies.

Premier Miton has been a signatory of the UN Principles for Responsible Investment since January 2020, an organisation which encourages and supports its signatories to incorporate environmental, social, and governance factors into their investment and ownership decisions.

Banned weapons exclusion: Premier Miton excludes companies that are involved in Banned Weapons across all Premier Miton funds and utilises third party data to maintain a list of such companies

Whilst Premier Miton doesn’t actively additionally exclude any other companies or sectors for ESG reasons, its active investment approach ensures that in many of the Premier Miton funds and investment trusts the exposure to so called ‘controversial companies’ is often low.