Matrix Fund Managers is committed to responsible stewardship, acting in the best interests of our stakeholders, the communities we serve, and the broader economy in which we operate. This report sets out how we have applied our stewardship responsibilities over the period under review, including how we have engaged with investee companies, exercised our voting rights, and contributed to the long-term sustainability of the markets and communities we are part of.

As a responsible corporate citizen, we recognise that good stewardship extends beyond governance and investment decisions it includes our role in building an inclusive economy through social investment, transformation, and the development of human capital.

Stewardship Report 2025

At Matrix Fund Managers, stewardship remains central to how we fulfil our fiduciary duty. It reflects our responsibility not only to preserve and grow our clients’ capital, but to do so in a manner that supports the long-term sustainability of the companies, markets, and broader environments in which we invest. As expectations around accountability and transparency continue to evolve, stewardship has become an essential component of responsible investment practice and a defining feature of our approach.

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Stewardship Report 2024

At Matrix Fund Managers, we strive to invest responsibly on behalf of our clients and to be a responsible investment manager. Increasingly, both institutional and retail investors are demanding greater accountability and transparency from those entrusted with managing their assets and this growing demand is accelerating a broader shift within the asset management industry towards deeper, more meaningful stewardship. At Matrix, we view this not only as a responsibility but also as an opportunity to build lasting trust and credibility with our clients through diligent and ethical fund management.

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Stewardship Report 2023

We are pleased to be able to share our first stewardship report with you based on our 2023 calendar year activities. With this report, we aim to expand on how we use your investments to drive sustainability for our future. We have rigorous processes in place to tackle ESG issues, but more than that, we want to expand on what Matrix does from a CSI perspective as a business to ensure sustainability.

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