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More vegetarian than vegan ...
Because you shouldn't have to choose between your values and sound investing
As with everything we do, we've designed our Environmental, Social & Governance Responsible (ESG) Investment portfolios to be transparent, evidence-based and sensibly priced. So that clients aren't punished for choosing to invest responsibly.
Our ESG portfolios are based on the same tried and tested investment principles that have been consistently successful for us over the last decade. We focus on reducing downside risk by managing volatility through diversification. We prefer passive investing to active stock-picking. We capture the long-term factors that matter. And we keep costs under control wherever possible.
That’s why our ESG approach is a thoughtful balance rather than a purist stance. ESG funds typically cost a little more than our ‘standard’ portfolios (typically around 0.2% p.a. against 0.15% for our core model portfolio) and they will have some assets that do not meet strict ESG criteria. But this blend allows us to keep meaningful ethical screening and maintain the diversification, factor exposure and discipline that underpin long-term outcomes.
Overall, around 70% of the equity holdings do meet generally accepted ESG criteria with the remaining in low-cost tracker funds that support portfolio structure and efficiency.
As a result, the expected return and volatility remain very similar to our standard core portfolio – which means you can invest responsibly without unduly compromising the principles that drive long-term performance.
Please remember: Investments can go down as well as up, and you may not get back the amount originally invested. The information on this page is for general guidance only and does not constitute personalised financial advice.
Does choosing an ESG portfolio mean sacrificing long-term performance?
No. Our ESG portfolios are designed to deliver broadly similar expected returns and volatility to our standard portfolios. While performance is likely to vary in the short term, by blending strong ethical screens with disciplined, passive, diversified investing, we maintain the evidence-based principles that drive long-term outcomes.
How socially responsible is your ESG portfolio in practice?
Around 70% of the equity exposure meets widely accepted socially responsible investing criteria. The remaining holdings are low-cost tracker funds that support diversification, factor exposure and cost efficiency – ensuring the portfolio stays structurally sound while still meaningfully improving your ethical impact.