Globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia.

• Range from 0% to 100% equity allocation
• Average OCF of 0.13-0.23%

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.

• OCF of between 0.14% and 0.28%

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.

• 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.

• A typical OCF of 0.11% and 0.12%.

Ideal for firms operating in-house models that are keen to reduce administrative inefficiencies. We form a joint IC with the adviser firm allowing them to retain input into the investment strategy whilst benefitting from our technology, governance and oversight.