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Future Leaders Portfolios
We make sustainable 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.
Invest in the sustainability leaders of tomorrow
Future Leaders portfolios are a one-stop-shop sustainable investment solution:
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.
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Find the right portfolio for you
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.
Future leaders
Combines the growing preference for socially responsible portfolios with the increasing popularity of low-cost passive funds.
Bespoke
Designed for clients who want a fully personalised investment portfolio offering a unique blend of strategies.