Investment Portfolios

ESG is embedded into the process, design and on-going management of this portfolio. When looking at embracing ESG factors within our portfolios we have taken a global thematic approach, looking to incorporate specific factors addressed by the UN Sustainable Development Goals.

The investment objective is to achieve capital growth with a moderate risk profile generating a total return.

Our fund selection process combines a qualitative and quantitative review of funds. Analysis of returns, risk, style, market cap and investment process is undertaken on all funds. This then enables us to blend different funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict with each other as well as having a sustainable or ethical mandate.

Key Factors

  • Made up of a range of exchange traded funds selected to replicate preferred indices or themes which embrace ESG factors
  • Set up for clients who are prepared to accept a moderate level of risk to their capital
  • To achieve capital growth within a moderate risk profile with an ESG focus
  • Multi-asset approach
  • Benchmark – IA Mixed Investment 40-85% Shares

Access to our portfolios

We offer 18 discretionary model portfolios that can also be accessed on the following platforms:

Related Documents

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