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Global ESG Themes Range

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.

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An introduction to the Global ESG Themes Range

In this video, that you can show to your clients, Shanti Kelemen, Chief Investment Officer at M&G Wealth Investments explains more about the Global ESG Themes Range. 

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

Due diligence guide    Client guide     Service value assessment

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

ESG Themes Risk Level


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 2023

Report as at Q1 2024

Report as at Q1 2024

Report as at Q4 2023 Report as at Q1 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 8 3 4
Global ESG Themes 5 6 4.1 7 4 9 4 5

Would you like to speak to someone about our MPS ranges?

Please contact us and one of our Business Development
Team will give you a call back.

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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  

Bespoke range

Portfolios tailored to the adviser's key client segment and advice process   

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.

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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.

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Disclosure and Regulatory

Explore the latest disclosure and regulatory information around how to complain, inducements, conflict of interest, capital requirements and the UK Stewardship Code.

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