Sustainable range investors
Environmental, Social and Governance (ESG) related portfolios
Our Sustainable range appeals to investors who invest in line with their values and look for ESG-related investment opportunities.
It’s good to remember the value of investments can go down as well as up and you could get back less than you invested.
Sustainable range portfolio managers
- Bring positive change to the world around us: Our experts build diversified portfolios that aim to deliver consistent, positive and relative returns across the cycle, whilst concentrating on assets and companies bringing positive change to the world around us.
- Expert approach: Each Ready-made Portfolio is built and managed by the experienced investment team at Evelyn Partners, our parent company. They look after more than £60 billion of people's money (as of 30 September 2024).
2 types of risk-rated Sustainable Ready-made Portfolios
It’s important to make sure you choose the correct level of risk for your financial goals. It’s easy to arrange a free chat with one of our qualified financial planners at Bestinvest, with no ongoing commitment.
Sustainable Cautious |
|
Investment strategy and risk level: This fund will typically invest around 40% in shares. Under normal market conditions it is intended to have a low volatility of returns. |
Sustainable Adventurous |
|
Investment strategy and risk level: This fund will typically invest around 75% in shares. Under normal market conditions it is intended to have a medium volatility of returns. |
Accounts for Sustainable Ready-made Portfolios
Taxable accounts
You can buy a Smart Ready-made Portfolio in a General Investment Account – it’s good to note that capital gains tax charges will apply, which depend on individual circumstances and are subject to change.
Tax-efficient accounts
Such as Individual Savings Account (ISA), Self-invested Personal Pension (SIPP) and a Small self-administered scheme (SSAS) investment account
Fees for Sustainable Ready-made Portfolios
The Ongoing Charges Figure (OCF) of these funds is currently 1.22% - 1.50% per year and is taken directly from the performance of the fund (January 2025).
The service fee charged on Ready-made Portfolio holdings starts at a discounted rate of 0.2% per year – this rate tiers down further for large holdings.
Other charges may apply
Bestinvest can support your sustainable investment goals
Our experts have analysed ESG-related investments for a long time and helped many people invest in line with their objectives – and their financial goals.
Considering a transfer to one of our Sustainable Ready-made Portfolios? Give our friendly team a call on 020 7189 2400 and we’ll be happy to help.
It’s easy to compare Sustainable Ready-made Portfolios with our investment search tool.
