The WealthSelect Responsible Portfolios aim to achieve capital growth over a period of five years or more, while managing the Environmental, Social, and Governance (“ESG”) risk of the portfolio and maintaining a smaller carbon footprint than the reference index.
The portfolio will have exposure to a diversified range of investments in the UK and globally by investing in funds that we identify as leaders in the integration and management of ESG factors. In addition to meeting these criteria, at least 50% of the portfolio’s assets will be in funds that pursue explicit environmental and/or social targets or characteristics as part of their investment process.
Each of the portfolios is matched to a risk profile that targets a specific range of volatility.