Managed Portfolio Service

Responsible Portfolios

For clients who want investments with enhanced environmental, social and governance characteristics.

Explore our portfolios Request a call back

Benefits of the service

Combines high-quality active management with mainly low-cost passive ETFs which track responsible benchmarks or have a thematic focus.

Low-cost investments in mainly passive funds, which will help your client meet their financial objectives and incorporate responsible investing into their portfolios.

Each portfolio targets a specific total return; the total return figure depends on the level of risk your client is prepared to take but aims to deliver a return over and above inflation.

Benefit from a truly global perspective through a well-diversified portfolio, which we monitor continually.

Find the Responsible Portfolio to suit your clients needs

Use the Dynamic Planner risk options below to find the right Responsible Portfolio that aligns to your client risk tolerance.

What is your client's risk tolerance?

All Responsible Portfolios 

ObjectivePortfolioDynamic Planner Risk ProfilePerformance TargetFactsheet
Total returnResponsible 24Inflation +1%Factsheet
Total returnResponsible 35Inflation +2%Factsheet
Total returnResponsible 4

6

Inflation +3%Factsheet
Total returnResponsible 57Inflation +4%Factsheet


ESG and Responsible Investing

Read our brochure which details how we integrate and access ESG into our investment process.

Downloads / Documents

Latest insights

Knowledge
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Request a call back

Get in touch with your local Intermediary Sales team to discuss our wide range of services and how we can work with you and your clients.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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