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Global ESG Themes Range

 

Global ESG Themes is a range of six 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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The Global ESG Themes is our newest range of portfolios:

  • A choice of six 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

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.

Balancing the risk

We've worked with a number of risk profiling companies to assess our Global ESG Themes range. Take a look at the reports to find out more.

Oxford Risk

E-Value

Finametrica

Dynamic Planner

Defaqto

How can you access our MPS ranges?

You can access our Global ESG Themes range on the M&G Wealth Platform.

 

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

Please fill in your contact details and someone from the Business Development Team will give you a call back.

Explore our MPS ranges/ Next steps

Hybrid range

A range of 5 risk-managed portfolios invested in a blend of active and passive funds

Passive range

A range of 5 risk-managed portfolios  predominantly invested in passive funds

Bespoke range

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

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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Issued by TCF Fund Managers LLP, which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales with company number OC305442. Registered office: 220 Vale Road, Tonbridge, TN9 1SP.

TCF Fund Managers LLP is a subsidiary of M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.