Our signature strategy invests in the very best ideas unearthed by our research team. This includes both specialist, actively managed funds and passive tracker funds, with an overall aim of beating the market.

Best Ideas – Balanced

The Climate Action portfolios have been designed with a dual mandate, to maximise financial returns and contribute to a low carbon economy. This strategy selects funds that invest in companies providing environmental solutions and driving transition in the Path to Net Zero, while avoiding controversial sectors. The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious Plus portfolio is diversified across a mix of equities, fixed income and cash.

Climate Action – Cautious Plus

The Climate Action portfolios have been designed with a dual mandate, to maximise financial returns and contribute to a low carbon economy. This strategy selects funds that invest in companies providing environmental solutions and driving transition in the Path to Net Zero, while avoiding controversial sectors. The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious portfolio is diversified across a mix of equities, fixed income and cash.

Climate Action – Cautious

The Climate Action portfolios have been designed with a dual mandate, to maximise financial returns and contribute to a low carbon economy. This strategy selects funds that invest in companies providing environmental solutions and driving transition in the Path to Net Zero, while avoiding controversial sectors. The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced portfolio is diversified across a mix of equities, fixed income and cash.

Factsheet: Best Ideas – Balanced

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