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Invest in sustainable businesses

The Sustainable Portolio

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Sustainable Portfolio Private Investor

A responsible investment approach

Your capital will only be invested in companies or businesses that have solid sustainability, the highest ethical standards and/or 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 have: good environmental, social and governance characteristics; aligned with the UNs Sustainable Development Goals; or have product/service solutions to the World’s most pressing issues such as climate change.

 

Industries with negative impact, such as tobacco, palm oil, armaments and gambling are screened out.

<strong> The sustainability of a company’s business model</strong><br><br>Are they investing for the future? How well can a company adapt to change?<br><br> 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.
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.
<strong> On-going Stewardship</strong><br><br> A continuous monitoring process of fund managers and of their decision-making processes ensures investment decisions are made with our values in mind.<br><br> 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.
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.
<strong> Invest in alignment with the UNs SDGs </strong><br><br> Sustainable and bespoke values-based portfolios are constructed in alignment with the United Nations (UNs) sustainability development goals (SDGs).<br><br> We measure and monitor your investments to ensure ongoing alignment.
Invest in alignment with the UNs SDGs

Sustainable and bespoke values-based portfolios are constructed in alignment with the United Nations (UNs) sustainability development goals (SDGs).

We measure and monitor your investments to ensure ongoing alignment.

Not just negative screening

The model portolios invest across the range of responsible investment fund styles.

Our process aims to align our investment decisions with the United Nations SDGs.

Sustainability

Sustainability

Our responsible investment process enables us to construct socially responsible portfolios that aligns with clients’ values and invests towards a better, more sustainable future. Designed to enable our clients to generate superior financial returns, in line with our unique investment framework through socially and environmentally responsible investments.

Sustainability

Select your risk profile

Click one of the boxes below

Defensive Sustainable

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.

 

The model 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 portfolio may be suitable for those investors wanting a combination of marginal capital growth and capital protection, with reduced risk of fluctuations in capital values.

 

• Filter out harmful industries: tobacco, armaments, alcohol production and gambling investments

• Invest in ESG leaders and improvers

• Maintain a lower portfolio carbon footprint than the benchmark

 

Cautious Sustainable

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 is 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 reduced risk of fluctuations in capital values.

 

• Filter out harmful industries: tobacco, armaments, alcohol production and gambling investments

• Invest in ESG leaders and improvers

• Maintain a lower portfolio carbon footprint than the benchmark

 

Balanced Sustainable

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 small 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 like investments can provide a portfolio. This model portfolio is designed for those investors wanting a combination of capital growth and income and can accept risk of fluctuations in capital values.

 

• Filter out harmful industries: tobacco, armaments, alcohol production and gambling investments

• Invest in ESG leaders and improvers

• Maintain a lower portfolio carbon footprint than the benchmark

 

Growth Sustainable

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 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 fluctuations in capital values.

 

• Filter out harmful industries: tobacco, armaments, alcohol production and gambling investments

• Invest in ESG leaders and improvers

• Maintain a lower portfolio carbon footprint than the benchmark

 

Adventurous Sustainable

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.

 

• Filter out harmful industries: tobacco, armaments, alcohol production and gambling investments

• Invest in ESG leaders and improvers

• Maintain a lower portfolio carbon footprint than the benchmark

 

Performance shown reflects simulated past performance, which is no guarantee of future results. The model assumes fixed weights. Data source: Bloomberg. The performance shown is provided for illustrative purposes only and should not be viewed as the performance of an actual account. The performance of an actual account will vary due to factors such as historical cost changes, investment timing and platform of choice. Model portfolio performance is shown net of fees since inception at the relevant current cost which is taken pro rata at the end of each calendar month in arrears. OCF may vary dependent on platform. Additional wrap platform charges will apply. Actual model portfolio may differ to the details on this factsheet due to fund and fund share class availability on platforms.

The Information in this document 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 provided may not be suitable for all investors and investors must make their own investment decisions using their own independent advisors and relevant offering material. Past performance is not necessarily indicative of future results.

Our other portfolios

By making an investment, your capital is at risk. The value of your investment depends on market fluctuations outside of our control and you may get back less than you invest. Past performance is no indicator of future performance.