Individuals
Invest
Future Leaders Portfolios
Invest in the most responsibly run businesses
The Future Leaders strategy invests in low-cost passive funds that invest in well-run businesses, showing leadership within their sector in managing relevant environmental, social and governance (ESG) risks, and avoid the most controversial sectors. This is complemented by sustainable thematic funds.
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.
Looking for more information?
Find the right portfolio for you
Best Ideas
Identifies up and coming investment themes and profits from the resulting opportunities. Integrates sustainability factors commonly referred to as ‘ESG’: environmental, social and governance.
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.