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Positive Impact Portfolios

Invest in solutions to social and environmental issues

For investors who want their investments to generate long-term returns and prioritise sustainability by investing in solutions that address the world’s major social and environmental challenges.

How sustainable do you want to be?

Put your money where your ethics are. Positive Impact is designed around the UN Sustainable Development Goals to address the biggest challenges faced by humanity.

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

We can all make a difference, here’s what we invest in on your behalf

We support people

Affordable housing
Education
Financial inclusion and insurance
Healthcare
Sanitation
Social care
Sustainable food

We support the planet

Circular economy
Clean energy
Conservation of natural resources
Energy efficiency
Recycling
Sustainable infrastructure
Sustainable transport

Company examples

Moderna
Beyond Meat
Teladoc Health
African Development Bank
Orsted
Novo Nordisk
Wellcome Trust

A Positive Impact on the planet and your pocket

What positive impacts have the companies in your portfolio had in the last year?

Disclaimer

Investing (e.g., buying shares in a company) does not create these outputs and outcomes: they are instead generated by the activities of our underlying portfolio holdings. An investment can be associated with these measures based on company disclosures and share of ownership. The measures shown will differ depending on the amount invested and portfolio invested in. For an in-depth explanation of our methodology, please click here.

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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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.

Download
Factsheet

Factsheet

Positive Impact – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained in its selection criteria from 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

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.