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Asset allocation

Global ESG Themes range model rebalance – fund changes

12 Mar 25 2 min read

By Model Portfolio Service - Investments Team

We rebalanced the Global ESG Themes models on 10th March. For Asia and emerging market equities, we switched from Exchange Traded Funds (ETFs) to an Index Mutual Fund. These are easier to manage on platforms and have lower costs. Where the models had been using two ETFs in Asia and global emerging markets, the iShares Emerging Markets Equity ESG Index Fund now covers both of these regions. 

We also replaced the First Sentier Sustainable Infrastructure fund with the First Sentier Global Infrastructure fund. The fund is run by the same team and has a wider universe of holdings which reflects the broadening opportunity within global infrastructure equity. 

The asset allocation of the models remains the same.  

Past performance is not a reliable indicator of future performance. The value of an investment can go down as well as up and your client may get back less than they’ve paid in.

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