The Responsible range comprises 4 managed investment portfolios for UK advisory businesses to recommend to clients with an appetite for responsible investing. By adjusting the weightings of equities, fixed interest, alternatives, and cash within each portfolio, we offer a choice of responsible managed portfolio investments to suit a wide range of risk appetites.
Each investment portfolio is designed and managed by the highly experienced RSMR Managed Portfolio Service Investment Team and is built predominantly using funds that have been awarded the RSMR Responsible rating. Each portfolio aims to deliver a particular level of investment performance relative to the level of risk. The choice of risk/return options allows advice businesses to make recommendations to satisfy their clients' attitude to risk.
We combine funds from our Responsible rated fund list to construct the portfolios and the risk profile of each portfolio is based on its asset allocation. The asset allocations of the RSMR Responsible portfolios provide incremental increases in volatility over the medium to long term, primarily through an adjustment to the Equity and Fixed Income allocations. The asset allocation positioning considers economic and market data from various external sources in order that the view is not biased to internal information or influences.
RSMR introduced the UK’s first SRI fund rating in 2012, since renamed the RSMR Responsible rating. Our research process for RSMR Responsible ratings is equally as thorough as that for our main active ratings but there is further extensive scrutiny at both fund and group level to ensure that the two are aligned in terms of responsible investment.
RSMR Responsible rated funds can therefore be considered as ESG+, with each fund that we rate also satisfying the requirement to be categorised in one of the following four areas:
We provide clients with a choice of 4 managed investment portfolios: Responsible Cautious (the lowest risk), Responsible Balanced, Responsible Growth and Responsible Dynamic (the highest risk). All the selected funds have been researched, not just from an investment perspective, but also by looking in detail at their responsible investment objectives and associated processes.
The RSMR Managed Portfolio Service (MPS) supports advice businesses by simplifying the advice and suitability challenge, while at the same time seeking to deliver improved investor outcomes.
This is intended for investment professionals and should not be relied upon by private investors or any other persons. Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise, is not guaranteed and your clients may get back less than they invest. RSMR MPS is provided by RSMR Portfolio Services Limited. RSMR Portfolio Services Limited is a limited company registered in England and Wales under Company number 07137872. Registered office at Number 20, Ryefield Business Park, Belton Road, Silsden BD20 0EE, RSMR Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority under number 788854. RSMR is a registered Trademark.