Sustainability Disclosure

Shareholder Engagement Policy

Corporate Governance Policy

At Merrion Investment Managers, as part of Cantor Fitzgerald Ireland, we have over 30 years’ experience in the field of responsible investing, across our diverse range of activities. Today, sustainability is increasingly important to our clients and to society. The imminent risk of climate change and a regulatory environment that is increasingly prioritising investment in sustainability, requires companies to develop in transparent and sustainable ways. Our sustainability policies reflect our commitment to this process and to the consistent implementation of EU regulation on sustainability-related disclosures in the financial sector.

Merrion Multi-Asset Fund Voting 12 Months to end March 2023

Exercising Voting rights and other Rights Attached to Shares

We have engaged Institutional Shareholder Services Ltd (ISS), a leading, independent provider of proxy voting advice and administrative services.

ISS “Sustainability” voting guidelines

Developed specifically to meet the standards consistent with United Nations Principles for Responsible Investment (UNPRI).

Last 12 Months – Voting Highlights

1133

Proposals Voted

94.8%

Proposals Voted

4.4%

Votes against Management

Ethical Fund Voting 12 Months to end March 2023

Exercising Voting rights and other Rights Attached to Shares

We have engaged Institutional Shareholder Services Ltd (ISS), a leading, independent provider of proxy voting advice and administrative services.

ISS “Sustainability” voting guidelines

Developed specifically to meet the standards consistent with United Nations Principles for Responsible Investment (UNPRI).

Last 12 Months – Voting Highlights

1039

Proposals Voted

98.1%

Proposals Voted

4.3%

Votes against Management

Article 10 Disclosures

Merrion Global Equity

Merrion Long Bond Fund

Merrion Multi-Asset 30

Merrion Multi-Asset 50

Merrion Managed Fund

Merrion Technology Fund

Merrion Balanced Fund

Merrion Cash Fund

Merrion Ethical Fund

Merrion Fixed Interest Fund

Merrion Ethical Global Equity

Merrion Growth Fund