Globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia. The portfolios range from 0% to 100% equity allocation, with an average OCF of 0.13-0.22%.

The ESG Classic portfolio is a globally diversified portfolio that is well-positioned to capture the value and small-cap premium whilst improving on the portfolio’s current ESG credentials. All four equity funds in the portfolio are designated sustainable funds with an explicit low carbon philosophy. The fund has an OCF of between 0.19 and 0.34%

Positioned to capture market returns, this range tracks the global market cap weighted equity index alongside a well-diversified fixed income portfolio, according to risk/return requirements, with a typical OCF of 0.08%.

The ESG Tracker portfolio is a well-diversified portfolio with solid ESG credentials. The portfolio was designed to capture the global market performance with minimum active risk while improving the portfolio’s ESG rating, with a typical OCF of between 0.10% and 0.15%.

Ideal for firms operating in-house models that are keen to reduce inefficiencies. Firms can retain their asset allocation policy whilst benefitting from our technology, governance and oversight.