Managed Portfolio Service

Responsible Portfolios

For clients who want investments which have responsible investment 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?

Key information

Access all factsheets below and key information related consumer duty.

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

6

Inflation +3%
Total returnResponsible 57Inflation +4%


Our central investment process

We understand the challenges that face financial advisers and are committed to providing the investment support you need. Our job is to manage the money to the mandate agreed between you and your client.

Watch the video

To give you clarity and confidence in our decision-making with your clients' investments, let us introduce you to our Centralised Investment Process and the investment principles that guide it. This video will cover:

  • Strategic asset allocation
  • How dynamic alignment works for your client
  • The process behind how we implement investment decisions

If you have any questions, request a call back and we'll help arrange a call or meeting with your local Intermediary Sales contact.

ESG and Responsible Investing

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

Award-winning service

We have won the following accolades for our Responsible Portfolios.

2024 DFM MPS (Platform) Portfolio Family (5)
2024 DFM MPS On Platform (5)

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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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