Responsible Investing (ESG)
About this portfolio
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Keeps risk constant while optimising for returns
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Expect long-term outperformance, and occasional deviation from how the markets are doing in order to keep your risk level constant
Number of underlying funds
7-13
Average expense ratio
0.2% p.a.
Impact you can measure
We use industry leading ESG scoring models to screen the underlying funds for the Responsible Investing portfolio. Based on an average of the scoring models, the Responsible Investing portfolios have high ESG scores.
Based on an average of the two scoring models, the Responsible Investing portfolios have high ESG scores.
Ranging from
3.82 – 4.13
out of a score of 5
[ESG IMAGE PLACEHOLDER]
3D World/Environment Illustration
Long-term wealth, long-term impact
ESG stands for Environmental, Social, and Governance. It refers to the impact of a company’s operations relating to sustainability, diversity, representation, corporate governance, and community.
Companies with high ESG ratings are proving to generate strong long-term returns while also creating meaningful impact on society and the environment.
Built with ETFs from some of the world’s top fund managers
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Frequently Asked Questions
Our ESG portfolios are designed to provide competitive returns by investing in companies with high sustainability ratings, which often show better long-term resilience.
General Investing focuses primarily on risk-adjusted returns using our ERAA® framework. Responsible Investing (ESG) adds a layer of sustainability screening to ensure your money supports companies with positive social and environmental impact.
The Responsible Investing portfolio is a broad, diversified core portfolio with an ESG overlay. The Environment and Cleantech portfolio is a thematic tilt focused specifically on companies leading the transition to a green economy.