DynamicESG Portfolios

A total returns portfolio based on our Dynamic range and invested with a focus on funds that seek to create a positive social and environmental impact.

This section of our website is intended for professional intermediaries and should not be relied upon by retail investors. Please note that our portfolios are generally not directly available to retail clients without the recommendation of a financial adviser.

Our unique combination of financial and legal services…

DynamicESG portfolios

Our ESG Portfolio range of risk targeted investments was established in 2018 and designed to deliver returns for the long-term.

We are all keenly aware of our impact on the world and many of us seek to actively reduce the negative repercussions of our daily routines. Asset management is no different.

Environmental, Social and Governance (ESG) investing allows investors to focus on companies, organisations and funds that seek to create a positive social and environmental impact through their products and activities. As well as helping clients make informed choices which align with their moral standpoint, ESG investing can also offer the chance to capitalise on niche market opportunities.

We have developed a cost-effective portfolio for investors looking to invest in this space, through a series of funds that adhere to ESG principles.

While investors might have been cautious about ESG in the past, it now appears to be on the brink of significant growth as they set aside their reservations.

What it is

  • Multi-discipline approach to fund allocation
  • Facts and figures-based
  • ‘Best of Breed’ approach, balancing investment styles and cost
  • Dynamic approach to asset allocation
  • Competitively priced

What it is not

  • A ‘closet tracker’
  • Passive
  • A faceless service
  • Style-specific
  • Emotion-led fund picking

Our solutions are ideal for investors who would like to hand over the day-to-day management of their portfolio to experts because they offer the reassurance of a carefully selected portfolio of funds, across a broad spectrum of assets. Regular rebalancing ensures it stays on course over the long-term.

With all of our portfolios investors can be secure in the knowledge that investments are being carefully looked after by our experienced asset management team. We will work with advisers to ensure they select the most appropriate portfolio for investors’ objectives, taking into account the capacity to suffer losses and financial goals.

For more information on our DynamicESG portfolios, please get in touch.

The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.

The opinions stated in this document are those of the author and do not necessarily represent the view of Progeny and should not be relied upon to make a financial decision.