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Environmental, Social & Governance Policy Statement

Part 1 – Environmental, Social and Governance Policy

Fundamentum Property Group (“The Group”) acts as an Investment Advisor on many aspects of UK real-estate investments. One of our main objectives is to help tackle the shortage of social and affordable housing in the UK.

The Group is committed to continuous improvement in our approach to Environmental Social Governance (ESG) integration into our investment processes. We will closely monitor this Policy and will review it on an annual basis.

Part 2 – Our Impact Goals

The Group is committed to increasing the provision of high-quality social and affordable housing that delivers positive social outcomes. We aim to integrate social impact and ESG considerations into all stages of the investment process. The following Impact Goals underpin our business model.

Increase the supply of Social and Affordable Housing

This will be achieved through continued investment in the sector and as evidenced by our Annual/Quarterly Reporting of acquisitions.

Improve the quality of Social and Affordable Housing

By acquiring and refurbishing properties and purchasing new build properties, we will improve the quality of Social and Affordable Housing. We will ensure existing homes meet the UK Government Decent Homes Standard and new build acquisitions achieve the Home Quality Mark. We will report the amount invested in property refurbishment and the number of new build properties acquired on an annual basis.

Improve well-being outcomes for residents

We will only select Registered Providers, Registered Charities, Community Interest Companies and Community Benefit Society’s that act as Housing Associations (HA’s). We work with them to improve care, living conditions and outcomes for residents. We will seek evidence of the social impact our investments are making through quarterly reporting, which will be undertaken by each HA we work with.

Improve environmental conditions

We have integrated environmental considerations into our investment processes and will work to improve EPC ratings and CO2 emissions of the properties we acquire.

Part 3 – Investing for Social Impact

Specialist Supported Housing (SSH) allows vulnerable adults with a range of care needs to live in a safe, secure, and homely environment, creating the opportunity for independent living with appropriate levels of care and support.

SSH also allows for growth in teamwork, self-development, and skill progression as often residents share communal space. Our quarterly ESG reporting highlights the positive impact our investment strategy is having on the residents, whilst also allowing us to work with our partners to improve the outcome for the individual and society.

Social and Affordable housing is a key element of the UK Government’s plan to end the housing crisis, tackle homelessness and provide aspiring homeowners with a step onto the housing ladder. Through our reporting on Social and Affordable Housing projects we are involved with, we will highlight the Social Impact of our investments.

Part 4 – Governance

We believe good corporate governance is key to delivering our investment objectives. We will conduct due diligence of the governance structure and management team of all potential partner HA’s. The governance approaches adopted by our counterparties are important for us to ensure the best outcomes are delivered for society. We will assess and monitor the viability, social impact, and governance of our counterparties.

Part 5 – ESG Intergration, Measurement and Reporting

ESG integration is the clear inclusion of ESG factors in our investment decisions and we aim to integrate social impact and ESG considerations into all stages of the investment process.

The Group is an adopter of The Equity Impact Project, which has been developed by The Good Economy and Big Society Capital, to create a framework to measure, manage and report on the positive impacts of equity investment in social and affordable housing and mitigate any negative impact risks. The Group has made a commitment to adopt the impact framework and will report against the ESG metrics on an annual basis.

Part 6 – Further committments to building an ESG Culture

One of our subsidiary companies is a signatory to the Principles of Responsible Investment and the UK Sustainable Investment and Finance Association. The Group has pledged to meet the criteria to reflect the standards of both these parties.



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