Invest in sustainable businesses
The Sustainable Portolio
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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.
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.
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.
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.
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10 Holdings.
3 corporate bond mutual funds
5 equity mutual funds
2 thematic equity mutual funds
A balance in cash
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.
1 Month | 3 Month | 6 Month | YTD | 2019 | 2020 | Since Inception | 2 Yr. Vol | |
---|---|---|---|---|---|---|---|---|
Portfolio (%) | -2.2 | -0.4 | 2.6 | -2.1 | 10.50 | 7.60 | 16.30 | 5.60 |
Benchmark (%) | -1.8 | -1.5 | 1.5 | -2.8 | 10.90 | 8.40 | 17.10 | 8.30 |
Relative Performance (%) | -0.4 | 1.0 | 1.0 | 0.7 | -0.40 | -0.90 | -0.80 | -2.70 |
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.
Portfolio Manager: Saftar Sarwar
AMC: 0.75%
OCF: 0.55%
Semi-annual rebalancing
Volatility managed
Available on platform of choice
10 Holdings.
3 corporate bond mutual funds
5 equity mutual funds
2 thematic equity mutual funds
A balance in cash
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.
1 Month | 3 Month | 6 Month | YTD | 2019 | 2020 | Since Ineption | 2 Yr. Vol | |
---|---|---|---|---|---|---|---|---|
Portfolio (%) | -2.0 | 1.2 | 5.4 | -1.4 | 14.30 | 10.30 | 24.30 | 7.80 |
Benchmark (%) | -1.6 | -1.2 | 3.0 | -2.8 | 14.20 | 10.30 | 22.90 | 10.70 |
Relative Performance (%) | -0.5 | 2.4 | 2.4 | 1.4 | 0.00 | -0.10 | 1.40 | -2.90 |
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.
Portfolio Manager: Saftar Sarwar
AMC: 0.75%
OCF: 0.59%
Semi-annual rebalancing
Volatility managed
Available on platform of choice
10 Holdings.
3 corporate bond mutual funds
5 equity mutual funds
2 thematic equity mutual funds
A balance in cash
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.
1 Month | 3 Month | 6 Month | YTD | 2019 | 2020 | Since Ineption | 2 Yr. Vol | |
---|---|---|---|---|---|---|---|---|
Portfolio (%) | -2.0 | 3.2 | 9.6 | -0.6 | 18.90 | 15.10 | 36.40 | 11.20 |
Benchmark (%) | -1.1 | -0.7 | 4.7 | -2.4 | 16.90 | 11.50 | 27.90 | 13.30 |
Relative Performance (%) | -0.9 | 3.9 | 4.9 | 1.8 | 2.00 | 3.60 | 8.60 | -2.10 |
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.
Portfolio Manager: Saftar Sarwar
AMC: 0.75%
OCF: 0.62%
Semi-annual rebalancing
Volatility managed
Available on platform of choice
10 Holdings.
3 corporate bond mutual funds
5 equity mutual funds
2 thematic equity mutual funds
A balance in cash
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.
1 Month | 3 Month | 6 Month | YTD | 2019 | 2020 | Since Ineption | 2 Yr. Vol | |
---|---|---|---|---|---|---|---|---|
Portfolio (%) | -1.9 | 4.0 | 9.8 | -0.1 | 19.20 | 13.20 | 35.30 | 12.00 |
Benchmark (%) | -0.5 | 0.0 | 6.1 | -1.8 | 18.40 | 11.70 | 30.80 | 15.20 |
Relative Performance (%) | -1.4 | 4.0 | 3.7 | 1.7 | 0.80 | 1.50 | 4.50 | -3.20 |
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.
Portfolio Manager: Saftar Sarwar
AMC: 0.75%
OCF: 0.63%
Semi-annual rebalancing
Volatility managed
Available on platform of choice
9 Holdings.
2 corporate bond mutual funds
5 equity mutual funds
2 thematic equity mutual funds
A balance in cash
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.
1 Month | 3 Month | 6 Month | YTD | 2019 | 2020 | Since Ineption | 2 Yr. Vol | |
---|---|---|---|---|---|---|---|---|
Portfolio (%) | -2.0 | 5.1 | 11.9 | 0.3 | 22.00 | 15.30 | 41.80 | 14.30 |
Benchmark (%) | 0.1 | 0.6 | 7.5 | -1.2 | 19.90 | 11.90 | 33.60 | 17.50 |
Relative Performance (%) | -2.0 | 4.5 | 4.5 | 1.5 | 2.10 | 3.40 | 8.10 | -3.20 |
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.
Portfolio Manager: Saftar Sarwar
AMC: 0.75%
OCF: 0.66%
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.
Aims to generate superior returns.
Five active, risk-adjusted, multi-asset portfolios with total focus on generating above benchmark returns.
Read moreAims to generate superior returns with flexibility.
Five portfolios that invest in remarkable investment trusts, that invest, for the long-term, in exceptional companies.
Read moreBy 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.