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Future Leaders Portfolios

Invest sustainably using low-cost index funds

For investors who want their investments to generate long-term returns and prioritise sustainability by investing in the most responsibly run businesses whilst avoiding the most controversial activities.

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.

We'll advise you on how and where to invest, and how much investment risk to take

We'll build and manage your portfolio on your behalf

You can choose from a range of investment approaches

You can log in anytime to check how your investments are doing

Invest in the sustainability leaders of tomorrow

Future Leaders portfolios are a one-stop-shop sustainable investment solution:

Sustainable

Future Leaders portfolios select the most sustainable companies based on published Environmental, Social and Governance (‘ESG’) data.

They also use thematic funds to provide an overweight to sustainable sectors (clean energy, healthcare and green bonds).

Long term returns

Our investment process focuses on long-term returns, driven by changes in the fundamental value of assets, whilst retaining a flexible approach that is able to adapt to evolving economic and market circumstances

Low cost

These portfolios are built using index funds with low fund charges.

All our portfolios are globally diversified, and regularly rebalanced to reflect our views on the potential returns from different markets.

Long-term returns

Eight risk-adjusted portfolio options are available, globally diversified across asset classes – ranging from defensive to all-equity.

Select risk grade

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?

Factsheet

Future Leaders – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Future Leaders – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Future Leaders – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

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Factsheet

Factsheet

Future Leaders – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

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Factsheet

Factsheet

Future Leaders – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

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Factsheet

Factsheet

Future Leaders – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained by selection criteria within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

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Factsheet

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.