ESG Themes Risk Level |
Defaqto |
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 | 2.4 | 3 | 1 | 1 |
| Global ESG Themes 2 | 3 | 2.7 | 4 | 2 | 3 |
| Global ESG Themes 3 | 4 | 3.1 | 5 | 3 | 4 |
| Global ESG Themes 4 | 5 | 3.4 | 5 | 3 | 5 |
| Global ESG Themes 5 | 6 | 3.9 | 6 | 4 | 6 |
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 portfolios have the following characteristics:
- 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?
The Global ESG Themes range can be accessed through the following platform providers:
- M&G Wealth Platform
- Aviva
- LV
- Nucleus
- Scottish Widows (formerly Embark)
- Fidelity Adviser Solutions
- Quilter