The new sustainable MPS will be offered alongside existing core strategies.
The sustainable MPS was developed following feedback from Financial Planners who have seen a recent surge in investor demand for strategies that balance commercial and ESG concerns.
The Momentum Sustainable Portfolios offering consists of three actively managed, risk-rated multi asset model portfolios that are intended to mirror the headline asset allocation of Momentum’s existing core MPS.
• Sustainable Managed Portfolio 4 will offer a balanced strategy with a sustainability focus, aiming to deliver UK CPI + 4% per annum over the longer term
• Sustainable Managed Portfolio 5 will offer a moderate strategy with a sustainability focus, aiming to deliver UK CPI + 5% per annum over the longer term
• Sustainable Managed Portfolio 6 will offer a growth strategy with a sustainability focus, aiming to deliver UK CPI + 6% per annum over the longer term
Each portfolio includes between 18-20 funds.
The Sustainable MPS carries a DFM charge of 0.25% and will initially be available on the Aviva, Quilter and Standard Life platforms.
From Financial Planning Jobs. For more click on any job.
-
Performance Director - South West - £100k+bonus
Financial Planning Jobs Read more... -
Chartered Financial Planner - Staffs - £80k-£100k
Financial Planning Jobs Read more... -
Paraplanner - Cheshire - £35k-£50k
Financial Planning Jobs Read more...
This is a selection of jobs from our new Financial Planning Jobs site - for more job vacancies click on any job or the link below.
Financial Planning Jobs https://jobs.financialplanningtoday.co.uk/