Invest in sustainable businesses
The Sustainable Portolio
See Facts
Loading Factpage
Thank you for your patience
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
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 (%) | 2.78 | -0.26 | 0.55 | 5.22 | 3.87 | 13.51 | 7.13 |
| Benchmark (%) | 2.74 | -0.51 | 0.52 | 4.86 | 3.86 | 11.95 | 8.70 |
| Relative Performance (%) | 0.04 | 0.25 | 0.04 | 0.36 | 0.01 | 1.57 | -1.57 |
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 (%) | 3.05 | -0.65 | 1.12 | 6.83 | 5.08 | 17.64 | 9.76 |
| Benchmark (%) | 2.29 | -1.18 | 0.97 | 6.32 | 4.22 | 14.16 | 11.50 |
| Relative Performance (%) | 0.76 | 0.53 | 0.15 | 0.52 | 0.86 | 3.48 | -1.74 |
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 (%) | 4.37 | -1.01 | 2.41 | 9.65 | 7.67 | 23.98 | 13.73 |
| Benchmark (%) | 2.87 | -1.79 | 0.86 | 7.72 | 5.34 | 20.30 | 16.71 |
| Relative Performance (%) | 1.50 | 0.78 | 1.55 | 1.93 | 2.34 | 3.68 | -2.98 |
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 (%) | 2.53 | -1.30 | 1.84 | 8.79 | 5.88 | 22.05 | 14.91 |
| Benchmark (%) | 2.08 | -2.31 | 1.27 | 8.74 | 5.18 | 20.90 | 18.94 |
| Relative Performance (%) | 0.45 | 1.01 | 0.57 | 0.04 | 0.70 | 1.14 | -4.03 |
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 (%) | 2.74 | -1.57 | 2.43 | 10.22 | 6.93 | 25.16 | 17.61 |
| Benchmark (%) | 1.18 | -2.84 | 1.68 | 9.74 | 4.90 | 21.32 | 21.49 |
| Relative Performance (%) | 1.56 | 1.27 | 0.75 | 0.48 | 2.03 | 3.84 | -3.88 |
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
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.