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Sustainable World Portfolio Management Service

Is it for me?

If you are concerned about how the companies you invest in make their profits, or if you feel uneasy about benefiting from industries such as armaments and gambling, or if you want to benefit from the growth opportunities within the green economy, our Sustainable World Portfolio Management Service may be a good option for you. You can access it with a minimum investment of £50,000.

How does it work?

The research and investment process of our Sustainable World Portfolio Management Service allows you the opportunity to combine your investment objectives with supporting the United Nations Sustainable Development Goals and the 2015 Paris Climate Change Agreement (COP 21).

Replicating our award-winning Discretionary Portfolio Management Service, we carefully build a portfolio of sustainably screened funds (and direct equities where appropriate) to match the risks you are prepared to and can afford to take.

Your portfolio can be designed to produce income, capital growth or a blend of both, depending upon your requirements.

Anything else I should know?

In addition to quarterly valuation reports, you will also receive quarterly updates on how your investments are contributing to furthering the United Nations Sustainable Development Goals.

The Sustainable World Portfolio Management Service can be accessed via a selection of tax efficient wrappers, including ISAs, SIPPs, trusts and offshore investment bonds.

How can I find out more?

You can download the Sustainable World Portfolio Management Service brochure from the Useful Downloads, or get in touch with one of our friendly team (below).

Get in touch

Andrew Little

Investment Manager

Exeter Office

Tel: 01392 410180

Email Andrew

Chloe Alessandrelli

Investment Assistant

Exeter Office

Tel: 01392 410180

Email Chloe

Rebecca Fournier D'Albe

Senior Investment Manager

Taunton Office

Tel: 01823 218453

Email Rebecca

David Evans

Director / Senior Investment Manager

Dorchester Office

Tel: 01305 236000

Email David

Simon Atherton

Senior Investment Manager

London Office

Tel: 020 3948 4920

Email Simon

Max Weatherby

Senior Investment Manager

London Office, Bury St. Edmunds Office

Tel: 020 3948 4920 / 01284 332600

Email Max

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