Sustainable MPS Range
Sustainable Managed Portfolio Service Range
A discretionary investment management service providing you with risk rated sustainable model portfolios.
Our sustainable portfolios provide you with an opportunity to make a
difference with your money, creating social returns over and above the primary objectives of generating financial returns.
We define sustainability as the responsible use of financial and natural resources in a way that enhances long-term human, social, environmental and economic well-being.
Our Approach to Sustainable Investing
We take a holistic approach to sustainable investing, looking both at what a company does and how it does what it does.
When thinking about the what we are considering the positive impacts a company can have on society due to the goods or services they provide. The how is concerned with the methods by which a company produces said goods or services, the classic integration of environmental, social and governance (ESG) factors alongside stewardship and engagement. It is the combination of both the how and the what that we are concerned with in order to try and avoid harm whilst championing firms that are already doing good and actively engaging with others to do better.
Our Sustainable MPS Range
Our Sustainable MPS Range is made up of five risk-rated, concentrated, global multi-asset portfolios consisting of equities, bonds, commercial property and other asset classes. Exposure is primarily gained through collective investment schemes. Your financial planner will work with you to ensure you select the most appropriate portfolio for your individual objectives, taking into account your attitude to risk and your capacity to suffer losses within your portfolio. One Four Nine Portfolio Management have five different risk profiles: Defensive, Cautious, Balanced, Growth and Adventurous.
The value of investments and any income they produce can fall as well as rise. You may get back less than you invested.
As part of our research process, we seek to establish the most appropriate funds for our portfolios. This may mean that some sustainable funds within our portfolios are based overseas, such as Ireland and the following FCA notice is applicable.
‘This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements’
Further information concerning the FCA sustainability labelling and disclosure requirements can be found here.
Have investment questions?
Call us today. We’d be happy to speak with you and see how we can assist.
