Global ESG Themes is a range of five risk-managed portfolios. The majority of the portfolio is invested in funds that hold global equities and global bonds, rather than focusing on a specific geographic region. This gives the fund managers a wider set of investment opportunities.
The majority of the equity exposure is invested in long term themes. The themes are aligned with the UN Sustainable Development Goals, and include areas such as climate action, better health and social inclusion.
The portfolio is invested in funds that aim to deliver both competitive returns and positive environmental and social outcomes.
The value of any investment can go down as well as up, so your customer might not get back the amount they put in.
Useful documents
How can you access our MPS ranges?
The Global ESG Themes range can be accessed through the following platform providers:
Balancing the risk
| ESG Themes Risk Level | Synaptic Risk | EV | ||
|---|---|---|---|---|
| (1-5 scale) | (1-10 scale) | (1-5 scale 15 year) | (1-7 scale 15 year) | |
| Risk report | Synaptic 1-5 report | Synaptic 1-10 report | EV report | |
| Global ESG Themes 1 | 2.4 | 3 | 1 | 2 |
| Global ESG Themes 2 | 2.7 | 4 | 2 | 3 |
| Global ESG Themes 3 | 3.1 | 5 | 3 | 4 |
| Global ESG Themes 4 | 3.4 | 5 | 3 | 5 |
| Global ESG Themes 5 | 3.9 | 6 | 4 | 6 |
Explore our MPS ranges
