Invest in sustainable businesses
The Sustainable Portolio
See Facts
Loading Factpage
Thank you for your patience
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.
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 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.
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
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.
Select your risk profile
Click one of the boxes below
Defensive
- % Growth Assets: 0-35
- 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
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
What type of investor are you?
Look long-term for the best returns. That's our philosophy. Short-term noise will fall silent.
Private Investor - General Disclaimer
IMPORTANT INFORMATION - PLEASE READ
It is important that you read the contents of this notice carefully before accessing the binarycapital.co.uk website. This notice governs your access to and use of the website. By accessing the website you agree to accept the terms of this notice and the following terms of use. If you do not agree to abide by these, you must stop using this website immediately.
1. This website is provided by Binary Capital Investment Management Ltd (“BCIM”). BCIM is authorised and regulated for the conduct of financial service business by the Financial Conduct Authority.
2. BCIM tries to ensure that the information on the website is accurate and helpful, however, it cannot ultimately warrant the accuracy of any information contained on the website, particularly any information provided by third parties. BCIM cannot be held liable for any use or reliance you may make of or put on any information on the website except as specifically agreed with BCIM in writing. The website is provided on an “as is” and “as available” basis. BCIM do not make any express or implied representations or warranties in respect of the website and its contents (including, without limitation, warranties as to accuracy or completeness).
3. This website, and all information provided on it:
3.1. is solely intended for your private use;
3.2. is intended only for use by users domiciled in the United Kingdom, and is not for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to any law or regulation or which would subject BCIM to any regulatory requirements in such jurisdiction;
3.3. is not directed at persons, and is not to be regarded as an offer to buy or sell or an invitation to buy or sell investments, securities or to accept deposits or to provide any other products or services in any jurisdiction, to any person to whom it is unlawful to make such an offer or solicitation; and
3.4. does not constitute investment advice on the merits or suitability of any investment product and no information contained within the website should be construed as such.
4. Please note that the value of investments and the income derived from them may fluctuate and you may not receive back the amount originally invested. Past performance is no guarantee of future performance. Currency movements may also affect the value of investments. The information on the website should not be relied upon in connection with any investment decision. The contents of this website should not be construed as legal, taxation or financial advice. If in doubt you should speak to your professional adviser.
5. Cookies. Cookies are small text files that help us make your experience on binarycapital.co.uk better. More information about how we use cookies can be found on our Privacy Policy. Although cookies are nothing new, we now need your consent to use cookies. If you don’t want us to use cookies, some parts of the site will not work. By using any part of the site you consent to the use of cookies. Alternatively, you can let us know whether you accept cookies by Accepting below.
6. We will never share your email address with another person or organisation. Please read our Privacy Policy.
By clicking ‘Accept’ you agree to be bound by the terms of this notice and the Terms of Use.
Financial Advisers Disclaimer
IMPORTANT INFORMATION - PLEASE READ
This page of the website is intended for UK professional advisers only. To qualify you must be registered with the Financial Conduct Authority. If you are not a professional adviser registered with the FCA please leave this page of the website by clicking ‘Decline’ below. This page of the website should not be used by retail clients.
Binary Capital Investment Management Ltd (“BCIM”) does not accept any liability whatsoever should a retail client ignore this warning.
NOTICE TO PROFESSIONAL ADVISERS
It is important that you read the contents of this notice carefully before accessing the professional advisers page (‘the page’). This notice governs your access to and use of the page. By accessing the page you agree to accept the terms of this notice having already accepted the terms of use when accessing the BCIM website.
If you do not agree to abide by the terms of this notice set out below and the terms of use accepted upon access to the BCIM website setting out further risk warnings and information, you must leave this page.
1. The Professional Advisers Page (‘the Page’) is provided by Binary Capital Investment Management Ltd (“BCIM”). BCIM is authorised and regulated for the conduct of financial service business by the Financial Conduct Authority registered number 507900.
2. BCIM tries to ensure that the information on the website is accurate and helpful, however, it cannot ultimately warrant the accuracy of any information contained on the Page, particularly any information provided by third parties. BCIM cannot be held liable for any use or reliance you may make of or put on any information on the Page except as specifically agreed with BCIM in writing. The website is provided on an “as is” and “as available” basis. BCIM do not make any express or implied representations or warranties in respect of the Page and its contents (including, without limitation, warranties as to accuracy or completeness).
3. This Page, and all information provided on it:
3.1. Is solely intended for your private use as a Professional Adviser registered with the FCA;
3.2. is intended only for use by users domiciled in the United Kingdom, and is not for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to any law or regulation or which would subject BCIM to any regulatory requirements in such jurisdiction;
3.3. is not directed at persons, and is not to be regarded as an offer to buy or sell or an invitation to buy or sell investments, securities or to accept deposits or to provide any other products or services in any jurisdiction, to any person to whom it is unlawful to make such an offer or solicitation; and
3.4. does not constitute investment advice on the merits or suitability of any investment product and no information contained within the Page should be construed as such.
4. Past performance is no indication of future performance. The value of investments and the income from them is no guaranteed and can go down as well as up. Investors may not get back the value of their original investment.
5. In order to comply with any money laundering regulations and laws, additional documentation for identification purposes may be required by BCIM
6. In accordance with FCA regulations, all electronic communications and telephone calls between BCIM and its clients whether retail or professional are recorded and stored for at least 6 months. We will never share your email address with another person or organisation. Please read our Privacy Policy.
By clicking ‘Accept’ you agree to be bound as a Professional Adviser by the terms of this notice and the Terms of Use.