Climate Action Portfolios
Invest to support the transition to a net-zero future
Transforming the fundamental workings of our globalised economy, away from its reliance on fossil fuels, will require significant innovation and investment. Climate change has become an investment consideration impossible to ignore.
We make investing easy
We build your investment plan around you. By getting to know you, we can create and manage a portfolio that you can be proud of. We care about you and your money.
We think differently so we can take advantage of the things that others miss
Independent thinking
As a business we like to think differently. We’re nimble, and ideally positioned to take advantage of niche opportunities, smaller funds and newer fund managers.
We evaluate all major markets and invest your money where we see the right mix of risk vs. reward. It’s not easy to beat the market, so we don’t often find new gems. But we keep seeking them out.
A robust approach
We have a highly qualified team with the flexibility and expertise to consider all types of investment. We spend a lot of time analysing global markets with specialist tools, invest in the areas of the market where we see the strongest opportunities.
We are rigorous in selecting the best fund managers to exploit these opportunities & keep our ingredients broad, but carefully select and blend them to suit each portfolio.
Investing in companies that demonstrate climate change leadership
This is achieved through a well-diversified investment approach, selecting active and passive funds investing in climate leadership across three lenses: companies providing climate solutions, companies that show low carbon footprints in their sector, and climate improvers aiming to decarbonise on a science-based pathway.
Long-term returns
Eight risk-adjusted portfolio options are available, globally diversified across asset classes – ranging from defensive to all-equity.
Past performance is not a guide to future performance.
The value of investments and the income derived from them may go down as well as up, so you could get back less than you originally invested.
Model portfolio performance is shown in sterling, net of underlying fund charges and an annual management fee of 0.59%, with all income reinvested. Actual client returns and the levels of fees will vary. Annual management fees will vary depending on assets under management and the level of service. We use the UK Consumer Price Index (CPI) to benchmark the performance of our portfolios; CPI measures changes in the price level of a weighted average market basket of consumer goods and services purchased by households. Data sources: EQ, Morningstar.
Looking for more information?
Find the right portfolio for you
Future Leaders
Combines the growing preference for socially responsible portfolios with the increasing popularity of low-cost passive funds.
Positive Impact
Our flagship impact investing strategy, designed around the UN Sustainable Development Goals.
Blended World
By blending active & passive (index) funds we can strike the right balance between capturing the market return and giving portfolios the chance to outperform.
Bespoke
Designed for clients who want a fully personalised investment portfolio offering a unique blend of strategies.
