Mark Slobom, IFA, Harpenden - LGT Vestra launches Sustainable Model Portfolio

Friday 8 March, 2019

What is sustainable investing?

Sustainable investing is a choice that aims to benefit the environment and society. As we face increasing global challenges from poverty, climate change and inequalities, businesses are increasingly under pressure to adapt their practices and outputs to meet society's evolving expectations and needs.

The team behind the Sustainable Model Portfolio Service at LGT Vestra strive to invest in funds where they believe the managers will seek to invest in companies that are creating a more sustainable business model focused on society and the environment, as well as shareholder return.

Mark Slobom – Lonsdale Wealth Management independent financial adviser, Harpenden, Hertfordshire, said:

‘Since 2015, the Lonsdale Wealth Management’s range of Governed Portfolios has been managed by LGT Vestra in partnership with Lonsdale Wealth Management. We are delighted to be able to offer our clients the new range of LGT Vestra Sustainable Model Portfolios. The three sustainable model portfolios from LGT Vestra have varying portfolio objectives to suit investors with different risk and reward profiles. If you are already a Lonsdale Wealth Management client and would like to invest in the LGT Vestra's sustainable model portfolios, please contact your financial adviser for more information. If you are new to investing and would like further information on sustainable investing, please contact us.’

LGT Vestra Sustainable Model Portfolio Service

According to LGT Vestra, 'the aim of our Sustainable MPS is to generate strong and consistent investment returns, whilst supporting the firm's sustainability ethos. The model portfolios provide a solution for clients who want their investments to be directed towards a more sustainable future whilst achieving their financial objectives in a risk-controlled manner.'

Mark Slobom – independent financial adviser and member of the Harpenden financial planning team continued:

'LGT Vestra has recognised that sustainability is a long-term focus for change in markets, countries and companies. Through these model portfolios, they hope to support both socio-economic development and sustainable business practices, whilst generating strong and consistent investment returns for clients. The three portfolios will aim to achieve this by investing in funds which include sustainable themes, such as: social housing, poverty, climate change action, renewable energy, financial inclusion, education, sustainable wealth management and renewable material production.'

LGT Vestra's range of sustainable models: a sustainable future with attainable objectives. This is a discretionary investment service comprising of three diversified portfolios to meet a range of objectives and risk profiles. All portfolios are made up of holdings including but not limited to bonds, absolute return funds, equities, including international equities, property and cash.

Cautious Portfolio objectives:

Moderate capital growth with less exposure to equity and riskier funds, and less focus of defensive securities. Target volatility range: 4% to 7%, on a rolling 60 month period. It targets a corresponding return profile of between 4.5% and 6% on an annualised basis, in a rolling 60 month period.

Balanced Portfolio objectives:

Targeting appreciation of capital value in excess of the rate of inflation, limiting risk by investing in a diverse range of funds. Target volatility range: 5% to 9%, on a rolling 60 month period. It targets a corresponding return profile of between 5.2% and 7.5% on an annualised basis, in a rolling 60 month period.

Growth Portfolio objectives:

Targets above average growth through a diverse portfolio, with a greater bias to riskier funds. Target volatility range: 8% to 13%, on a rolling 60 month period. It targets a corresponding return profile of between 6% and 8% on an annualised basis, in a rolling 60 month period.

For more information read: LGT Vestra awarded accolades at Citywire Investment Performance Awards 2018

‘The value of your investments can go down as well as up, so you could get back less than you invested.‘

 

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