SFM Asset Management Group plc encourages communication with our shareholders. The main opportunity is at the AGM, normally in February or March each year, when we give a full presentation on our results and prospects. Shareholders are cordially invited to contact us at other times by phone or e-mail. Within the obvious legal constraints, we will do our best to answer your questions.

Financial Calendar

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About SFM

Founded in 1998, SFM offers a range of listed equity, fixed income, systematic equities and private markets strategies.

All strategies utilise the firm’s specialist expertise in understanding investment opportunities arising from the transition to a more sustainable economy.

We are engaged investors, in regular dialogue with companies in our portfolios and reporting on our stewardship activities to our clients.

Where possible, we measure and report on the positive environmental and societal impacts of our investments.

Our fund ranges

  • SFM Funds Ireland plc
    UCITs fund range which enables access to our London managed Listed Equity strategies
  • SFM Environmental Markets plc
    A closed end investment company listed on the London Stock Exchange which was launched in 2002.
  • SFM New Energy Funds
    Private funds for institutional investors to access our Renewable Energy Infrastructure Capabilities
  • SFM Funds
    Mutual funds, advised by SFM , which are available to US investors.

Partnerships with Institutional Investors

Aside from managing our own branded funds, we also offer segregated mandates and work in partnership with clients to manage their own products.

Assets under Management (AUM) inc. advice
£25.3bn / $32.7bn

Share Price Performance

Assets under Management and advice

Mission Statement & Values

Reports and Presentations

Latest reports and presentations
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Interim Report 2025

2025 Interim Results – Presentation – Video

2025 Post-AGM presentation – Video

Team

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