A range of managed portfolios designed to provide clients with the choice to invest for good

The Responsibly Managed range of portfolios invests in funds that use a range of methods to make a positive impact on society through investing.
Responsibly Managed Portfolios
Sustainable investing with consistent returns

Sustainable investing with consistent returns

Our Responsibly Managed Portfolios have been designed for conscientious clients seeking a positive effect from their investments, with the aim of consistent returns.

Each of the portfolios consists of 10 holdings and blends a range of fund strategies to provide further diversification.

Positive investing

Positive investing

Responsibly managed is a broad term used by our Analysts to describe a range of methods used by fund managers to identify investments that have a positive effect on society.

There are three core responsibility strategies that we consider when constructing these portfolios:

  • Negative screening - this aims avoid investing in unethical sectors such as tobacco and arms dealing
  • ESG – economic, social and governance is a way of measuring a company’s social conscience in their industries.
  • Positive screening - this aims to invest in areas that make a positive outcome on the environment or society.
Robust fund selection process

Robust fund selection process

FE fundinfo’s ratings system and comprehensive fund data are used to create an initial shortlist of responsible funds, forming the FE Investments Approved List.

Our team of analysts review each fund on the list to select those using the responsibility strategies. They aim to exclude funds that fail to meet risk or responsibility criteria.

We combine the criteria into our portfolio reporting to give you greater insight into the manner in which your portfolio is effecting society.

The range offers three risk-optimised portfolios across a medium-term investment time horizon.

Our Responsibly Managed Portfolio service supports Advisers by providing their clients with an option to have a positive effect from investments. We provide content and reporting to demonstrate the impact of investing in responsible portfolios and our portfolio factsheets are tailored specifically for conscious investors highlighting the responsible factors.

We offer the range via 10 different platforms: Aegon, Ascentric, Aviva, Fusion, Novia, Nucleus, Standard Life, Transact, 7IM and Zurich.

 

FE Investments is a trading name for Financial Express Investments Limited. Registered Office: 3rd Floor, Hollywood House, Church Street East, Woking, Surrey, GU21 6HJ. Registered in England and Wales no. 03110696. Authorised and regulated by the Financial Conduct Authority under number 209967.

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