ESG Themes Risk Level |
Defaqto |
Synaptic Risk |
EV | Oxford Risk | |||
|---|---|---|---|---|---|---|---|
| (1-5 scale) | (1-10 scale) | (1-5 scale 15 year) | (1-10 scale 15 year) | (1-5 scale) | (1-7 scale) | ||
Risk report |
Report as at Q3 2024 | Report as at Q2 2024 | |||||
| Global ESG Themes 1 | 2 | 2.4 | 3 | 2 | 3 | 2 | 3 |
| Global ESG Themes 2 | 3 | 2.8 | 4 | 3 | 5 | 2 | 3 |
| Global ESG Themes 3 | 4 | 3.2 | 5 | 3 | 6 | 3 | 4 |
| Global ESG Themes 4 | 5 | 3.6 | 6 | 4 | 7 | 3 | 4 |
| Global ESG Themes 5 | 6 | 4.0 | 7 | 4 | 8 | 4 | 5 |
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.
The Global ESG Themes is our newest range of portfolios:
- A choice of five actively managed multi-asset portfolios
- Aims to create both competitive returns and positive outcomes for the environment and society
- Majority of the portfolio invested in global equity and bond funds
- Mainly active funds within the portfolios, which provides better scope to achieve the ESG objectives
- 0.15% discretionary management fee
How can you access our MPS ranges?
You can access our Global ESG Themes range on the M&G Wealth Platform.
- M&G Wealth Platform
- Aviva
- LV
- Nucleus
- Scottish Widows (formerly Embark)
Balancing the risk
Explore our MPS ranges
Hybrid range
A range of five risk-managed portfolios invested in a blend of active and passive funds
Passive range
A range of five risk-managed portfolios predominantly invested in passive funds
Adviser support centre
Our library of support material gives you easy access to a suite of helpful items including fact sheets, guides, risk mapping, performance and investment outlooks.
Model Portfolio Service
Our model portfolio service can help advisers provide their clients with a cost effective way to invest while benefiting from active management, diversification and a wide range of ESG outcomes.
Disclosure and Regulatory
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