Sustainable Impact Portfolios

Investing now is about much more than making a profit. More of your clients believe their portfolios should reflect their personal values, and they want to see decisive action taken on issues such as climate change, renewable energy, equality, poverty, healthcare, clean water and sanitation. Responsible investing is no longer a trend, it’s a necessity.

But just as importantly, your clients do not have to sacrifice returns in pursuit of their principles. There is overwhelming evidence that companies following environmental, social and governance (ESG) standards are more likely to profit over the longer term. In fact, particular ‘impact’ industries, such as renewable energy, healthcare and biodiversity, offer the potential to maximise financial returns and create meaningful change at the same time.

The Casterbridge Sustainable Impact Portfolio finds opportunities to ensure clients’ financial and ESG objectives are equally met. Unlike traditional ‘ethical’ funds, the fund is not hampered by exclusionary criteria or required to take on more risk in the pursuit of returns. Instead, its diversified, capital preservation focus takes into account the best aspects of ESG criteria, while targeting additional returns by allocating a key portion of the portfolio to ‘impact investments’ that offer solutions to the world’s greatest challenges.

Key Benefits

Contact Us

ONE OF THE TEAM WILL BE IN TOUCH

"From an operational aspect we aim to deliver the very best systems and controls to ensure every part of our business is efficient and robust as possible - giving you the peace of mind that your financial future is in safe hands”

Adviser confirmation:

You are entering the financial advisers’ section of the website. Please read this page before proceeding, as it explains certain legal and regulatory restrictions applicable to the information in this section of the website. By clicking the ‘I Agree’ button at the end of the page, you acknowledge that the important information below has been brought to your attention. The information provided in this section of the website is intended solely for investment advisers, accountants, solicitors and any other professional financial intermediaries who are authorised and regulated by the Financial Conduct Authority. This information must not be distributed to, or relied upon by, private clients and the general public. This website should not be regarded as an offer or solicitation to conduct investment business, as defined by the Financial Services and Markets Act 2000, in any jurisdiction other than the United Kingdom. Investors who are resident in or citizens of countries other than the United Kingdom may be subject to local restrictions. In particular, no offer or invitation is made to any US persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof), who are excluded from the products or services offered in this site. Our full terms and conditions apply – Click here for our full T&C’s