RSMR, the independent research business, has added a Responsible Growth Portfolio its responsible managed portfolio service.
The growth portfolio will sit alongside the others in the range: Responsible Cautious, Responsible Balanced, and Responsible Dynamic. The funds range between Dynamic Planner’s risk levels of 4-7.
The initial allocation for the portfolio is 37.5% international equities, 27.5% UK equities, 26% fixed income, 5% multi-asset and 4% cash.
The annual DFM charge is 0.15% with no VAT.
Premier Miton renames fund to offer first ‘dedicated’ sustainable multi-asset product
Stewart Smith, head of the managed portfolio business, said the portfolio “provides a pragmatic solution for advisers seeking greater exposure to responsible investment supported by a rigorous fund research process”.
RSMR has 44 responsible rated funds which are then categorised into: ethical, sustainable, thematic or impact.
Smith commented: “There are funds from some of the larger fund management groups who have been active in the area of responsible investing for a number of years, such as Aegon Ethical Equity, BMO Responsible UK Equity, Janus Henderson Global Sustainable Equity and Royal London Sustainable Managed Income.
“There are also funds from some lesser known groups who have equally strong pedigrees in responsible investing and often provide more specialist exposure to the portfolio, such as FP WHEB Sustainability, Quilter Cheviot Climate Assets, Troy Trojan Ethical and VT Gravis Clean Energy Income.”
RSMR, the independent research business, has added a Responsible Growth Portfolio its responsible managed portfolio service.
The growth portfolio will sit alongside the others in the range: Responsible Cautious, Responsible Balanced, and Responsible Dynamic. The funds range between Dynamic Planner’s risk levels of 4-7.
The initial allocation for the portfolio is 37.5% international equities, 27.5% UK equities, 26% fixed income, 5% multi-asset and 4% cash.
The annual DFM charge is 0.15% with no VAT.
Premier Miton renames fund to offer first ‘dedicated’ sustainable multi-asset product
Stewart Smith, head of the managed portfolio business, said the portfolio “provides a pragmatic solution for advisers seeking greater exposure to responsible investment supported by a rigorous fund research process”.
RSMR has 44 responsible rated funds which are then categorised into: ethical, sustainable, thematic or impact.
Smith commented: “There are funds from some of the larger fund management groups who have been active in the area of responsible investing for a number of years, such as Aegon Ethical Equity, BMO Responsible UK Equity, Janus Henderson Global Sustainable Equity and Royal London Sustainable Managed Income.
“There are also funds from some lesser known groups who have equally strong pedigrees in responsible investing and often provide more specialist exposure to the portfolio, such as FP WHEB Sustainability, Quilter Cheviot Climate Assets, Troy Trojan Ethical and VT Gravis Clean Energy Income.”