Sustainable MPS
Investing responsibly
towards a better, more sustainable world.
We focus on funds that invest in companies making a genuine, measurable difference to the future of our world. These companies offer product or service solutions that promote sustainable development and have an excellent or improving ESG track record.
0.30%
Annual Management Charge
For investors seeking a portfolio aligned to the United Nations Sustainable Development Goals (SDGs).
About Our Sustainable Investment Strategy
- Our Sustainable MPS invests in actively-managed responsible investment funds which are focused on bottom-up, fundamental research to drive portfolio management and security selection.
- Our investment strategy is centred on long-term secular sustainability themes. The range follows our signature high conviction, low turnover, and high active share style of investing.
Objectives and Investment Policy
The strategy aims to avoid harm by excluding:
- Alcohol Production
- Adult Entertainment
- Armaments
- Gambling
- Tobacco
Aligned to Sustainable Development
Our portfolio is targeted for direct alignment to the United Nations Sustainable Development Goals (UN SDGs), which aim to produce positive change in key areas such as eradicating poverty, promoting good health, and building sustainable communities world-wide.
Reducing Carbon Footprint
We track the carbon footprint of our investments and measures them against objective benchmarks, pursuing a downward trajectory of portfolio-weighted average carbon intensity over time.
Supporting Better ESG Standards
We invest in companies with better Environmental, Social and Governance (ESG) characteristics, relative to their peers.
Objectives and Investment Policy
Fund Selection
Your investment will be allocated to active responsible investment fund mandates only.
Asset Allocation
Your investment will be allocated to fixed income, equity and mixed asset funds.
Risk Management
Risk will be maintained within defined risk profile constraints. Our strategy utilises both volatility and equity risk ranges.
Rebalancing
Minimum semi-annual rebalancing.
Performance Target
Aims to outperform the peer-group and reference benchmark by 0.5-1% annualised p.a net of fees on a 5-10 year rolling basis.
Why choose this portfolio:
Invest in organisations working towards UN Sustainable Development Goals.
Invest in companies whose products and services are solving social and environmental problems in the UK and internationally, helping to create a more sustainable future, in alignment with the UN SDGs.
Invest in long-term secular sustainability themes.
Sustainability themes are secular in nature, with selective opportunities set to produce exceptional returns over multiple years. Our Sustainable Investment portfolio seeks exposure to extraordinary companies which offer game-changing solutions to generate positive change.
Invest in the best ideas.
The Sustainable MPS is managed within a long-term, concentrated, best-ideas, low-turnover, high active share strategy.
The funds that we invest in match our active style in their investments. This is genuine active management based on detailed academic research alongside real-world practical portfolio management.
Compare Our Responsible Solutions
The Ethical Portfolio.
Our ‘Dark Green’ portfolio range. Investing with strict avoidance criteria to avoid harm.
Key Characteristics
- Avoids harm by filtering out harmful industries: adult entertainment, alcohol production, armaments, gambling, oil and gas majors, tobacco, minimise animal testing.
- Invests with a mindset that avoids harm and promotes good business practices.
The Sustainable Portfolio.
Our better future portfolio range. Investing in sustainability and ESG leaders.
Key Characteristics
- Invest in sustainable solutions that contribute towards positive environmental and social outcomes.
- A focus on decarbonisation and green solutions.
- Filters out harmful industries: tobacco, armaments, alcohol production and gambling.
- Invests in companies with commendable ESG records.
Key Characteristics
- Excludes harmful Industries: tobacco, armaments and gambling Investments.
- A focus on decarbonisation.
- Invests in companies with commendable ESG records
Key Characteristics
The portfolio excludes:
- Armaments
- Alcohol production
- Tobacco
- Pork production
- Gambling and speculation
- Adult Entertainment
- Interest on transactions (riba)
Target Market
The Sustainable MPS is aimed at forward-thinking, environmentally-conscious investors seeking a diversified, risk-controlled investment portfolio that has a sustainability focus.
Our Sustainable Investment Strategy is highly suitable for retail clients and is intended for distribution via FCA authorised financial advisers who have conducted the relevant work to determine their clients’ circumstances, objectives, risk tolerance, appetite, and responsible investment objectives.
Client type
Retail and professional investor.
Knowledge and experience
Basic investor, informed investor, advanced investor.
Capacity for loss
No capital guarantee.
Risk profile
Offered in five defined risk profiles.
Recommended time horizon
Minimum 5–10-year investment.
Distribution strategy
Investment advice.
Negative Target Market
- Not suitable for clients unable to bear potential losses.
- Not suitable for clients with an investment time horizon of less than five years.
- Not suitable for clients seeking a portfolio with a sustainability focus.
- Not suitable for clients seeking an income generating investment solution.
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