Invest in sustainable businesses
The Sustainable Portolio
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A focus on climate change risk
Your capital will only be invested in companies or businesses that have solid sustainability and eco-friendly credentials. We hold our funds to the highest ethical standards.
What will we be investing in?
Through investment funds, your Investment will be made in corporations that look to have a positive impact on the world-with a focus on the environment and climate change.
Industries with negative impact, such as tobacco, palm oil, armaments and gambling are screened out.
The sustainability of a company’s business model
Are they investing for the future? How well can a company adapt to change?
Our investment team looks at individual companies that are held by fund managers. We look for large firms disrupting the status-quo and bringing progressive and innovative solutions for a more sustainable future.
Are they investing for the future? How well can a company adapt to change?
Our investment team looks at individual companies that are held by fund managers. We look for large firms disrupting the status-quo and bringing progressive and innovative solutions for a more sustainable future.
On-going Stewardship
A continuous monitoring process of fund managers and of their decision-making processes ensures investment decisions are made with our values in mind.
Aim to create superior returns whilst maximizing the positive impact of your investments over the long-term. Questioning fund managers and holding them to account for their investment selection - creating capital outflows from corporates avoiding real change and inflows to those developing solutions.
A continuous monitoring process of fund managers and of their decision-making processes ensures investment decisions are made with our values in mind.
Aim to create superior returns whilst maximizing the positive impact of your investments over the long-term. Questioning fund managers and holding them to account for their investment selection - creating capital outflows from corporates avoiding real change and inflows to those developing solutions.
Invest in alignment with the UN's SDGs
Sustainable and bespoke values-based portfolios are constructed in alignment with the United Nations (UNs) sustainability development goals (SDGs).
We have four themes that we invest towards: Environmental responsibility & Climate Change; Employment & Labor practices; Human rights & Community, and Business Ethics & Governance.
Sustainable and bespoke values-based portfolios are constructed in alignment with the United Nations (UNs) sustainability development goals (SDGs).
We have four themes that we invest towards: Environmental responsibility & Climate Change; Employment & Labor practices; Human rights & Community, and Business Ethics & Governance.
Not just negative screening
Through mutual funds, your investment will be made in corporations that look to affect positive impact on the world - with a focus on the environment and the issue of climate change.
We invest for positive impact, not just to screen out what we consider harmful industries and businesses.
Sustainability
The Sustainability Portfolio is positively screened using our unique Environmental, Social and Governance score which analyses an extensive list of variables. This allows us to view how aligned a fund is to the variables we deem important for tackling climate change. Through this and our in-depth analyst reports our goal is to generate superior returns for your investments whilst remaining aligned with your values.
Select your risk profile
Click one of the boxes below
Defensive
- % Growth Assets: 5-35
- Risk Level: Low
Cautious
- % Growth Assets: 25-55
- Risk Level: Low to Moderate
Balanced
- % Growth Assets: 45-75
- Risk Level: Moderate
Growth
- % Growth Assets: 65-95
- Risk Level: Moderate to High
Adventurous
- % Growth Assets: 85+
- Risk Level: High
Defensive Sustainable
This model contains
10 Holdings.
3 corporate bond mutual funds
5 equity mutual funds
2 thematic equity mutual funds
A balance in cash
Key Information
Recommended minimum investment period: 5 years
The aim of the Binary Capital Defensive Portfolio is to preserve capital and deliver returns from a combination of income and capital growth. A key objective is capital preservation.
The model portfolio invests in a range of asset types, with a high emphasis on fixed income, or fixed income like exposure. It is suitable for investors who wish to take on less risk than full exposure to equity markets and are very cautious about equity returns in general.
The model may be suitable for those investors wanting a combination of marginal capital growth and capital protection, with a reduced risk of fluctuations in capital values.
Performance
| 1 Month | 3 Month | 6 Month | YTD | 2019 | 2020 | Since Inception | 2 Yr. Vol | |
|---|---|---|---|---|---|---|---|---|
| Portfolio (%) | -2.1 | 0.1 | 3.0 | 0.7 | 10.50 | 7.60 | 19.60 | 5.71 |
| Benchmark (%) | -1.8 | -0.4 | 2.0 | 0.1 | 10.90 | 8.40 | 20.30 | 8.21 |
| Relative Performance (%) | -0.3 | 0.5 | 1.0 | 0.6 | -0.40 | -0.90 | -0.70 | -2.50 |
Strategic Asset Allocation %
Sustainability Look Through
The Sustainable Defensive Portfolio has 71.9 Metric Tons of CO2 equivalent emissions output less than the MSCI All Country World Index (a popular global benchmark) per £1 million invested.
| wdt_ID | Portfolio | GHG Emissions Output |
|---|---|---|
| 1 | Sustainable Defensive | 39.64 |
| 2 | MSCI All Country World Index | 111.61 |
| 3 | Relative Output | – 71.97 |
This is equivalent to:
| wdt_ID | Example | Emissions saved equivalent to |
|---|---|---|
| 1 |  | 178,586 miles driven by an average passenger vehicle |
| 2 |  | 9,178,494 number of smartphones charged |
| 3 |  | 8.3 homes’ energy use for one year |
| 4 |  | 1,190 tree seedlings grown for 10 years |
Note: Analysis conducted on the equity portion of the portfolio only. The analysis was conducted on the 4th of May 2020. Carbon emissions calculated as the sum of (weight of equity * (Scope 1 + Scope 2 GHG emissions)/Enterprise Value). Data sources: Binary Capital IM, Bloomberg, US EPA Gov.
For info on our portfolio carbon reporting methodology please click here.
Sector Breakdown %
Geographic Breakdown %
Further Information
Portfolio Manager: Saftar Sarwar
DFM cost: 0.75%
Underlying OCF: 0.55%
Total Cost: 1.30%
Semi-annual rebalancing
Volatility managed
Available on platform of choice
Cautious Sustainable
This model contains
10 Holdings.
3 corporate bond mutual funds
5 equity mutual funds
2 thematic equity mutual funds
A balance in cash
Key Information
Recommended minimum investment period: 5 years
The aim of the Binary Capital Cautious Portfolio is to deliver returns from a combination of income and capital growth. A key objective is capital preservation.
The model portfolio allows investment in a range of asset types. There is a significant tilt towards fixed income, or fixed income like exposure.
The model may be suitable for investors who wish to take on less risk than full exposure to equity markets and are cautious about equity returns in general. The portfolio is designed for those investors wanting a combination of capital growth and income, with a reduced risk of fluctuations in capital values.
Performance
| 1 Month | 3 Month | 6 Month | YTD | 2019 | 2020 | Since Ineption | 2 Yr. Vol | |
|---|---|---|---|---|---|---|---|---|
| Portfolio (%) | -2.4 | 1.0 | 5.6 | 3.9 | 14.30 | 10.30 | 30.80 | 7.99 |
| Benchmark (%) | -2.0 | 0.0 | 3.7 | 2.7 | 14.20 | 10.40 | 29.50 | 10.59 |
| Relative Performance (%) | -0.5 | 1.0 | 1.9 | 1.2 | 0.00 | -0.10 | 1.30 | -2.60 |
Strategic Asset Allocation %
Sustainability Look Through
The Sustainable Cautious Portfolio has 71.9 Metric Tons of CO2 equivalent emissions output less than the MSCI All Countries World Index (a popular global benchmark) per £1 million invested.
| wdt_ID | Portfolio | GHG Emissions Output |
|---|---|---|
| 1 | Sustainable Cautious | 39.68 |
| 2 | MSCI All Country World Index | 111.61 |
| 3 | Relative Output | – 71.93 |
This is equivalent to:
| wdt_ID | Example | Emissions saved equivalent to |
|---|---|---|
| 1 | | 178,486 miles driven by an average passenger vehicle |
| 2 | | 9,173,393 number of smartphones charged |
| 3 | | 8.3 homes’ energy use for one year |
| 4 | | 1,189 tree seedlings grown for 10 years |
Note: Analysis conducted on the equity portion of the portfolio only. The analysis was conducted on the 4th of May 2020. Carbon emissions calculated as the sum of (weight of equity * (Scope 1 + Scope 2 GHG emissions)/Enterprise Value). Data sources: Binary Capital IM, Bloomberg, US EPA Gov.
For info on our portfolio carbon reporting methodology please click here.
Sector Breakdown %
Geographic Breakdown %
Further Information
Portfolio Manager: Saftar Sarwar
DFM cost: 0.75%
Underlying OCF: 0.60%
Total cost: 1.35%
Semi-annual rebalancing
Volatility managed
Available on platform of choice
Balanced Sustainable
This model contains
10 Holdings.
3 corporate bond mutual funds
5 equity mutual funds
2 thematic equity mutual funds
A balance in cash
Key Information
Recommended minimum investment period: 5-7 years
The aim of the Binary Capital Balanced Portfolio is to deliver returns from a combination of income and capital growth. The model portfolio has a focus on long-term capital growth.
The model portfolio allows investment in a range of asset types. The model portfolio takes a balanced approach to achieve its objective. There is a slight bias towards equities.
The model may be suitable for investors who are looking for long term returns through a significant exposure to equity markets together with the security that fixed income investments can provide a portfolio. This model portfolio is designed for those investors wanting a combination of capital growth and income that can accept risk of fluctuations in capital values.
Performance
| 1 Month | 3 Month | 6 Month | YTD | 2019 | 2020 | Since Ineption | 2 Yr. Vol | |
|---|---|---|---|---|---|---|---|---|
| Portfolio (%) | -2.9 | 1.9 | 8.7 | 7.3 | 19.30 | 14.20 | 46.20 | 11.53 |
| Benchmark (%) | -1.9 | 0.6 | 5.5 | 5.9 | 16.90 | 11.50 | 38.00 | 13.05 |
| Relative Performance (%) | -1.0 | 1.4 | 3.3 | 1.4 | 2.40 | 2.80 | 8.20 | -1.52 |
Strategic Asset Allocation %
Sustainability Look Through
The Sustainable Balanced Portfolio has 69.9 Metric Tons of CO2 equivalent emissions output less than the MSCI All Countries World Index (a popular global benchmark) per £1 million invested.
| wdt_ID | Portfolio | GHG Emissions Output |
|---|---|---|
| 1 | Sustainable Balanced | 41.66 |
| 2 | MSCI All Country World Index | 111.61 |
| 3 | Relative Output | – 69.95 |
This is equivalent to:
| wdt_ID | Example | Emissions saved equivalent to |
|---|---|---|
| 1 | | 173,573 miles driven by an average passenger vehicle |
| 2 | | 8,920,879 smartphones charged |
| 15 | | 8.1 homes’ energy use for one year |
| 19 | | 1,157 seedlings grown for 10 years |
Note: Analysis conducted on the equity portion of the portfolio only. The analysis was conducted on the 4th of May 2020. Carbon emissions calculated as the sum of (weight of equity * (Scope 1 + Scope 2 GHG emissions)/Enterprise Value). Data sources: Binary Capital IM, Bloomberg, US EPA Gov.
For info on our portfolio carbon reporting methodology please click here.
Sector Breakdown %
Geographic Breakdown %
Further Information
Portfolio Manager: Saftar Sarwar
DFM cost: 0.75%
Underlying OCF: 0.63%
Total cost: 1.36%
Semi-annual rebalancing
Volatility managed
Available on platform of choice
Growth Sustainable
This model contains
10 Holdings.
3 corporate bond mutual funds
5 equity mutual funds
2 thematic equity mutual funds
A balance in cash
Key Information
Recommended minimum investment period: 5-7 years
The aim of the Binary Capital Growth Portfolio is to deliver returns from a combination of fixed income and capital growth. The model portfolio has a focus on long-term capital growth.
The model portfolio allows investment in a range of asset types. The model portfolio takes a balanced approach to achieve its objective. There is a bias towards equities.
The model is suitable for higher risk investors who are looking to maximise long term returns through significant exposure to equity markets. This model portfolio is designed for those investors targeting capital growth. Investors accept that there is additional risk of increased fluctuation in capital values.
Performance
| 1 Month | 3 Month | 6 Month | YTD | 2019 | 2020 | Since Ineption | 2 Yr. Vol | |
|---|---|---|---|---|---|---|---|---|
| Portfolio (%) | -3.1 | 2.5 | 10.4 | 9.3 | 19.20 | 13.20 | 47.30 | 12.61 |
| Benchmark (%) | -1.7 | 1.0 | 6.8 | 8.6 | 18.40 | 11.80 | 43.80 | 14.95 |
| Relative Performance (%) | -1.3 | 1.5 | 3.7 | 0.6 | 0.70 | 1.50 | 3.60 | -2.34 |
Strategic Asset Allocation %
Sustainability Look Through
The Sustainability Growth Portfolio has 76.4 Metric Tons of CO2 equivalent emissions output less than the MSCI All Countries World Index (a popular global benchmark) per £1 million invested.
| wdt_ID | Portfolio | GHG Emissions Output |
|---|---|---|
| 1 | Sustainable Growth | 35.24 |
| 2 | MSCI All Country World Index | 111.61 |
| 3 | Relative Output | – 76.37 |
This is equivalent to:
| wdt_ID | Example | Emissions saved equivalent to |
|---|---|---|
| 1 | | 189,504 miles driven by an average passenger vehicle |
| 2 | | 9,739,636 number of smartphones charged |
| 3 | | 8.8 homes’ energy use for one year |
| 4 | | 1,263 tree seedlings grown for 10 years |
Note: Analysis conducted on the equity portion of the portfolio only. The analysis was conducted on the 4th of May 2020. Carbon emissions calculated as the sum of (weight of equity * (Scope 1 + Scope 2 GHG emissions)/Enterprise Value). Data sources: Binary Capital IM, Bloomberg, US EPA Gov.
For info on our portfolio carbon reporting methodology please click here.
Sector Breakdown %
Geographic Breakdown %
Further Information
Portfolio Manager: Saftar Sarwar
DFM cost: 0.75%
Underlying OCF: 0.64%
Total cost: 1.39%
Semi-annual rebalancing
Volatility managed
Available on platform of choice
Adventurous Sustainable
This model contains
9 Holdings.
2 corporate bond mutual funds
5 equity mutual funds
2 thematic equity mutual funds
A balance in cash
Key Information
Recommended minimum investment period: 7 years
The aim of the Binary Capital Adventurous Portfolio is to deliver returns that are a combination of fixed income and capital growth. The model portfolio has a very strong focus on long-term capital growth.
The model portfolio allows investment in a range of asset types with a strong bias towards equities.
The model It is suitable for higher risk investors who are looking to maximise long term returns through a very high exposure to equity markets.
This model is for higher risk investors who are aiming to maximise long term returns through a very high exposure to equity markets. This model portfolio is designed for those investors looking for capital appreciation and can accept and tolerate wide fluctuations in capital values.
Performance
| 1 Month | 3 Month | 6 Month | YTD | 2019 | 2020 | Since Ineption | 2 Yr. Vol | |
|---|---|---|---|---|---|---|---|---|
| Portfolio (%) | -3.4 | 3.2 | 12.4 | 11.6 | 22.00 | 15.30 | 56.80 | 14.89 |
| Benchmark (%) | -1.5 | 1.5 | 8.1 | 11.4 | 19.90 | 11.90 | 49.50 | 17.07 |
| Relative Performance (%) | -1.8 | 1.7 | 4.4 | 0.2 | 2.10 | 3.40 | 7.30 | -2.18 |
Strategic Asset Allocation %
Sustainability Look Through
The Sustainable Adventurous Portfolio has 75.4 Metric Tons of CO2 equivalent emissions output less than the MSCI All Countries World Index (a popular global benchmark) per £1 million invested.
| wdt_ID | Portfolio | GHG Emissions Output |
|---|---|---|
| 1 | Sustainable Adventurous | 36.25 |
| 2 | MSCI All Country World Index | 111.61 |
| 3 | Relative Output | – 75.36 |
This is equivalent to:
| wdt_ID | Example | Emissions saved equivalent to |
|---|---|---|
| 1 | | 186,998 miles driven by an average passenger vehicle |
| 2 | | 9,610,828 number of smartphones charged |
| 3 | | 8.7 homes’ energy use for one year |
| 4 | | 1,246 tree seedlings grown for 10 years |
Note: Analysis conducted on the equity portion of the portfolio only. The analysis was conducted on the 4th of May 2020. Carbon emissions calculated as the sum of (weight of equity * (Scope 1 + Scope 2 GHG emissions)/Enterprise Value). Data sources: Binary Capital IM, Bloomberg, US EPA Gov.
For info on our portfolio carbon reporting methodology please click here.
Sector Breakdown %
Geographic Breakdown %
Further Information
Portfolio Manager: Saftar Sarwar
DFM cost: 0.75%
Underlying OCF: 0.67%
Total cost: 1.42%
Semi-annual rebalancing
Volatility managed
Available on platform of choice
Performance shown reflects simulated past performance, which is no guarantee of future results. Future performance may be higher or lower than the simulated performance shown. Fund performance shown net of fees (0.75% AMC) taken pro rata on the last trading day of each month. The model assumes fixed weights. Data source: Bloomberg. Additional wrap platform charges will apply.
The Information in this web page is not intended to influence you in making any investment decisions and should not be considered as advice or a recommendation to invest. Any Information may not be suitable for all investors and investors must make their own investment decisions using their own independent advisors and relevant offering material. Any investment decisions must be based upon an investor’s specific financial situation and investment objectives and should be based solely on the information in the relevant offering memorandum. Income from an investment may fluctuate and the price or value of any financial instruments referenced in this web page may rise or fall. Past performance is not necessarily indicative of future results.
We assume no responsibility or liability for the correctness, accuracy, timeliness or completeness of the Information. We do not accept any responsibility to update the Information. Any views, opinions or assumptions may be subject to change without notice.
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