Sustainable Managed Portfolio Service
As consumers, how we think and how we act all point towards a greener, cleaner more transparent environment.
Evelyn Partners has a track record over 10 years of ethical and sustainable investment, and we were one of the first to introduce a Sustainable Managed Portfolio Service. We aim to keep our approach as straightforward as possible and let our track record of running ethical and sustainable mandates before they were fashionable do the talking.
Our Sustainable Managed Portfolio Service (SMPS) offers you and your clients a range of risk-rated, diversified managed portfolios. The aim of each portfolio is to achieve, over the long term, an investment return of capital growth via a multi-asset portfolio of investments, demonstrating Environmental, Social, Governance (ESG) and Sustainable characteristics.
Important information
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
Ethical funds
Please note that a sustainability related approach may have a limited investment universe and this may affect investment performance.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.