Portfolios built to compete on cost and returns.
Passive where it pays. Active where it earns its fee. Tilted towards companies on the right side of the structural shifts already underway. Benchmarked against mainstream indices*. Our research shows our fees are among the lowest in the market.
*We use a composite of traditional, non-sustainability tilted indices as a basis of comparing the portfolios returns.
Investment Philosophy
Be diversified across countries, sectors and companies.
Align with values
Tilt towards more sustainable firms and industries.
Enhance targeted returns
Invest in the structural themes shaping the future.
Sustainability Philosophy
Conviction, not compromise**
Investing sustainably doesn't mean making less money. We use it to spot companies that will grow over the long run and avoid businesses with hidden, built-in problems.
Doing Our Own Homework
We look closely at exactly what businesses are in the portfolios. We don't just trust a generic "eco-friendly" sticker on the label or let outsiders do the checking for us.
High Standards for Every Goal
We apply strict, professional rigour to all our portfolios. Rather than ranking them as "more" or "less" sustainable, we build them as equals that target a range of sustainability goals.
**No guarantee of performance is made, as investments may go up as well as down.
Same philosophy. Three ranges.
Exclusive.
For investors who want to minimise their negative impact.
Index-like across equities and bonds, screened against our sustainability policy, with tilted thematic positions.
Best Actors.
For investors who want to own the firms setting the standard.
The companies leading their sectors on sustainable practice, not the ones catching up.
Change Makers.
For investors who want to maximise their positive impact.
Mission-driven, impact-led, focused on the businesses solving real sustainability problems.
