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Invest in sustainable businesses

The Sustainable Portolio

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Sustainable Portfolio Private Investor

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.

<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 UN's 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 have four themes that we invest towards: Environmental responsibility & Climate Change; Employment & Labor practices; Human rights & Community, and Business Ethics & Governance.
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.

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

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.

Sustainability

Select your risk profile

Click one of the boxes below

Defensive Sustainable

This model contains

 

12 Holdings.

3 corporate bond mutual funds

7 equity mutual funds

1 property mutual fund

1 physical gold ETF

A balance in cash

 

Key Information

 

Recommended minimum investment period: 5 years

 

The aim of the Binary Capital Defensive Portfolio is to deliver returns that are a combination of income and capital growth with a tilt towards income growth. It 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. There is a focus on capital preservation.

 

The model portfolio may be suitable for those investors wanting a combination of capital growth and income, with a reduced risk of fluctuations in capital values, by investing in a portfolio that allows investment in a range of asset classes, regions, currencies and investment types.

 

Performance

 

YTD 1 Month 3 Month 6 Month 12 Month Since Inception 12 Month Vol
Portfolio (%) 2.75 0.36 3.08 2.85 3.53 13.48 7.13
Benchmark (%) 3.09 0.86 3.19 4.09 3.93 12.33 8.67
Relative Performance (%) -0.34 -0.50 -0.11 -1.24 -0.40 1.14 -1.54

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

AMC: 0.75%

OCF: 0.54%

Quarterly rebalancing

Volatility managed

Available on platform of choice

 

Cautious Sustainable

This model contains

 

12 Holdings.

3 corporate bond mutual funds

7 equity mutual funds

1 property mutual fund

1 physical gold ETF

A balance in cash

 

Key Information

 

Recommended minimum investment period: 5 years

 

The aim of the Binary Capital Cautious Portfolio is to deliver returns that are a combination of income and capital growth albeit with a slight tilt towards income growth. It 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. There is a focus on capital preservation.

 

The model portfolio may be suitable for those investors wanting a combination of capital growth and income, with a reduced risk of fluctuations in capital values, by investing in a portfolio that allows investment in a range of asset classes, regions, currencies and investment types.

 

Performance

 

YTD 1 Month 3 Month 6 Month 12 Month Since Inception 12 Month Vol
Portfolio (%) 3.48 1.25 4.10 5.20 4.87 18.12 9.62
Benchmark (%) 3.26 1.93 4.28 6.00 4.74 15.24 11.33
Relative Performance (%) 0.22 -0.68 -0.18 -0.80 0.14 2.89 -1.71

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

AMC: 0.75%

OCF: 0.62%

Quarterly rebalancing

Volatility managed

Available on platform of choice

 

Balanced Sustainable

This model contains

 

12 Holdings.

3 corporate bond mutual funds

7 equity mutual funds

1 property mutual fund

1 physical gold ETF

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 that are a combination of income and capital growth, there is a balance between capital and income growth. It is suitable for investors who are looking for long term returns through exposure to equity markets.

 

The model portfolio may be suitable for those investors wanting a combination of capital growth and income, with a risk of fluctuations in capital values, by investing in a portfolio that allows investment in a range of asset classes, regions, currencies and investment types.

 

Performance

 

YTD 1 Month 3 Month 6 Month 12 Month Since Inception 12 Month Vol
Portfolio (%) 5.12 2.63 5.77 8.34 7.94 24.87 13.39
Benchmark (%) 4.46 2.41 5.29 8.49 6.23 22.16 16.45
Relative Performance (%) 0.66 0.22 0.48 -0.15 1.70 2.71 -3.06

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

AMC: 0.75%

OCF: 0.70%

Quarterly rebalancing

Volatility managed

Available on platform of choice

 

Growth Sustainable

This model contains

 

12 Holdings.

3 corporate bond mutual funds

7 equity mutual funds

1 property mutual fund

1 physical gold ETF

A balance in cash

 

Key Information

 

Recommended minimum investment period: 7 years

 

The aim of the Binary Capital Growth Portfolio is to deliver returns from a combination of income and capital growth with a bias towards capital growth assets. It is suitable for higher risk investors who are looking to maximise long term returns through higher exposure to equity markets.

 

The model portfolio may be suitable for those investors wanting capital growth with a risk of fluctuations in capital values, by investing in a portfolio that allows investment in a range of asset classes, regions, currencies and investment types.

 

Performance

 

YTD 1 Month 3 Month 6 Month 12 Month Since Inception 12 Month Vol
Portfolio (%) 3.81 2.64 5.54 8.19 6.13 23.57 14.54
Benchmark (%) 4.15 3.33 6.10 9.67 6.45 23.35 18.54
Relative Performance (%) -0.34 -0.68 -0.56 -1.48 -0.32 0.21 -4.00

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

AMC: 0.75%

OCF: 0.71%

Quarterly rebalancing

Volatility managed

Available on platform of choice

 

Adventurous Sustainable

This model contains

 

12 Holdings.

3 corporate bond mutual funds

7 equity mutual funds

1 property mutual fund

1 physical gold ETF

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 income and capital growth with a strong bias towards capital growth assets. It is suitable for higher risk investors who are looking to maximise long term returns through higher exposure to equity markets.

 

The model portfolio may be suitable for those investors wanting capital growth with a risk of wide fluctuations in capital values, by investing in a portfolio that allows investment in a range of asset classes, regions, currencies and investment types.

 

Performance

 

YTD 1 Month 3 Month 6 Month 12 Month Since Inception 12 Month Vol
Portfolio (%) 4.35 3.42 6.43 10.17 7.29 27.11 17.16
Benchmark (%) 3.74 4.24 6.90 10.76 6.54 24.39 20.97
Relative Performance (%) 0.61 -0.82 -0.47 -0.59 0.75 2.73 -3.81

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

AMC: 0.75%

OCF: 0.75%

Quarterly 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.

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.