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Environmental Social and Governance

ESG Portfolio

ESG is an equity-based model portfolio solution that is suitable for an investor seeking to make investment decisions based on strong ethical values, while also looking to achieve an element of capital growth over the longer term.


ESG 3

ESG 3 seeks to protect the client’s wealth, while generating capital growth over the long term, with the aim of riding out short-term fluctuations in value. The sub fund will look to achieve capital growth by holding collective funds and exchange traded funds that invest in companies that follow socially responsible guidelines and/or show a progressive attitude towards social responsibility.

  • CASH (28%)
  • RATHBONE ETHICAL BOND-IA (8%)
  • ROYAL LONDON ETHIC BD-ZIN (8%)
  • ISHARES ESG SCREENED GLOBAL CORPORATE BOND (6%)
  • RL SUSTAINABLE WORLD TR-CA (5%)
  • LYXOR ETF GREEN BOND (DR) ACC GBP IN GB (5%)
  • BMO RESP GLBL EQ 2 ACC (4%)
  • ROYAL LONDON GLBL SUSTAIN CREDIT (3.5%)
  • L&G EMERGING MARKETS CORP BOND ESG ETF (3.5%)
  • UBS ETF SST DVL BNK BD USD-A (3.5%)
  • Risk Rating Level 3
  • Ongoing charge figure 0.37%-0.50%
  • Benchmark ARC Cautious
  • DFM fee 0.5%

ESG 4

ESG 4 seeks to generate capital growth over the medium-to-long term, with the aim of riding out short-term fluctuations in value. The sub fund will look to achieve capital growth in the medium-to-long term by holding collective funds and exchange traded funds that invest in companies that follow socially responsible guidelines and/or show a progressive attitude towards social responsibility.

  • CASH (20%)
  • RL SUSTAINABLE WORLD TR-CA (7%)
  • BMO RESP GLBL EQ 2 ACC (6.5%)
  • RATHBONE ETHICAL BOND-IA (6.5%)
  • ROYAL LONDON ETHIC BD-ZIN (5%)
  • ISHARES ESG SCREENED GLBL CORP BOND (4.50%)
  • ASI-UK RESPONSIBLE EQ-I INC (4%)
  • ROYAL LONDON SUSTAINABLE LEADERS TRUST C ACC TR IN GB (4%)
  • REGNAN GLBL EQUTY IMPACT SOLUTIONS (3.5%)
  • PREMIER ETHICAL FUND (3.5%)
  • Risk Rating Level 4
  • Ongoing charge figure 0.37-0.50%
  • Benchmark ARC Balanced
  • DFM fee 0.5%

ESG 5

ESG 5 seeks to generate capital growth over the medium to long term, with a significant proportion of higher risk investments being held with a view to achieving a higher return. The sub fund will look to achieve capital growth in the medium to long term by holding collective funds and exchange traded funds that invest in companies that follow socially responsible guidelines and/or show a progressive attitude towards social responsibility

  • CASH (17%)
  • ROYAL LONDON SUSTAINABLE LEADERS TRUST C ACC TR IN GB (7%)
  • RATHBONE ETHICAL BOND-IA (6%)
  • BMO RESP GLBL EQ 2 ACC (5%)
  • RL SUSTAINABLE WORLD TR-CA (5%)
  • PREMIER ETHICAL FUND (5%)
  • ASI-UK RESPONSIBLE EQ-I INC (5%)
  • UBS S&P 500 ESG (5%)
  • ISHARES SUST MSCI USA SRI (5%)
  • ISHARES MSCI EM SRI UCITS (4%)
  • Risk Rating Level 5
  • Ongoing charge figure 0.37-0.50%
  • Benchmark ARC Steady Growth
  • DFM fee 0.5%

ESG 6

ESG 6 seeks to generate large investment gains over the medium- to-long term, with a very significant proportion of the portfolio being held in higher-risk investments. The client will look to achieve capital growth in the medium-to-long term by holding collective funds and exchange traded funds that invest in companies that follow socially responsible guidelines and/or show a progressive attitude towards social responsibility.

  • CASH (13.5%)
  • ROYAL LONDON SUSTAINABLE LEADERS TRUST C ACC TR IN GB (8%)
  • UBS S&P 500 ESG (7%)
  • ISHARES SUST MSCI USA SRI (7%)
  • ISHARES MSCI EM SRI UCITS (6%)
  • PREMIER ETHICAL FUND (6%)
  • ASI-UK RESPONSIBLE EQ-I INC (6%)
  • ISHARES MSCI JAPAN SRI USD-A (5%)
  • REGNAN GLOBAL EQUITY IMPACT SOLUTIONS (4.5%)
  • HSBC ASIA PAC EX JAPAN SUSTAIN EQUITY ETF (4%)
  • Risk Rating Level 6
  • Ongoing charge figure 0.37-0.50%
  • Benchmark ARC Equity Risk
  • DFM fee 0.5%