We combine funds from our Responsible rated fund lists to construct portfolios where the risk profile of each portfolio is based on its strategic asset allocation. By adjusting the weightings of equities, fixed interest, alternatives and cash within each of the four portfolios, we provide clients with a choice of Responsible Cautious (the lowest risk), Responsible Balanced, Responsible Growth and Responsible Dynamic (the highest risk). As this approach is tailored to the longer-term, the need to change portfolios based on short-term data is reduced.
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. Please note, we do not rate money market funds.
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.