International Sustainable Model Portfolios

Investing in a better world: four actively-managed portfolios with people, planet and profit in mind. Available in sterling share class.
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Actively managed

Four portfolios spanning different assets, managers and styles – but all in line with sustainable values; available in sterling base currency.

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Sustainability reporting

Our reporting highlights the positive impact that your clients’ investments have on people and planet.

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A focus on cost

Our Ongoing Charge Figure (OCF) includes our model portfolio fee of just 0.15%.

A wide range, a clear goal

From green funds to impact investing, our sustainable model portfolios give your clients exposure to a diverse range of purposeful investments – multi-asset, multi-manager, multi-styled. 

At the same time, certain funds in the portfolios also screen out investments like fossil fuels, weapons and tobacco.

Investing for a better world

Watch Alex Funk, CIO, Schroder Investment Solutions, introduce the International Sustainable Portfolios.

"These international portfolios appeal to resident non-domiciled investors who want to leave a positive mark on the world while meeting their financial goals.”

Alex Funk

Chief Investment Officer, Schroder Investment Solutions

The three pillars of investing

We need to go further than the classic ‘risk and return’ paradigm when weighing up an investment. Impact is the third pillar that helps us uncover an asset’s real potential – and this approach helps us achieve your clients’ outcomes.

Finding leading, sustainability-focused managers

We pool knowledge from across Schroders to pinpoint the best active managers with defined sustainability or impact goals. On top of that, we look for: 

  • a repeatable investment philosophy 
  • a sound risk management process 
  • a strong and incentivised investment team 
  • a record of consistent outperformance. 

This means your clients get diversified, multi-asset portfolios spanning different risk levels and investment styles – but all with sustainable goals in mind.



Finding leading, sustainability-focused managers


We narrow down the options based on these criteria: 
  • We start by looking through all the funds available internationally 
  • We assess them quantitively: on performance, risk, asset allocation 
  • We assess them qualitatively: on their team, philosophy, processes 
  • We take a firm-wide look at their sustainability credentials: 
    • What does their thought leadership say on the topic?
    • How do their voting records look in the annual report?
    • Do they have a sustainable investment policy?
  • We assess them at a fund level:
    • What are the fund’s objectives and goals? 
    • What’s the investment style and process? 
    • How does this measure up to their peers? 


A finely-tuned balance

To help us make the right decisions with strategic asset allocations, our extensive asset class research forms the base of our investment philosophy. By understanding how assets typically behave over time, we can build portfolios that maximise returns for each level of risk. 

There is a choice of four portfolios. At one end is the Cautious Portfolio, which is designed to be more defensive with a higher weight to assets such as bonds and cash. At the other end there is the Adventurous Portfolio, which is designed to deliver longer-term returns through a higher holding in growth assets like equities. Each of the portfolios in the range takes a different level of risk, which means you can choose the one that best meets your clients' needs.

An illustration of how our strategic asset allocation may look is below.

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Platform availability

Here’s where you can access our International Sustainable Model Portfolios. We don’t endorse or recommend these platforms. 

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Literature

Slide 1 of 4
Adviser guide
Quarterly bulletin

Portfolios in focus

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Sustainable Portfolio Cautious (GBP)
Sustainable Portfolio Balanced (GBP)
Sustainable Portfolio Growth (GBP)
Sustainable Portfolio Adventurous (GBP)

Factsheets

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Sustainable Portfolio Cautious (GBP)
Sustainable Portfolio Balanced (GBP)
Sustainable Portfolio Growth (GBP)
Sustainable Portfolio Adventurous (GBP)

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Risk considerations

Counterparty risk: The portfolios may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the portfolios may be lost in part or in whole. Credit risk: A decline in the financial health of an issuer could cause the value of the instruments it issues, such as equities or bonds, to fall or become worthless. Currency risk: The fund may lose value as a result of movements in foreign exchange rates, otherwise known as currency rates. Derivatives risk: Derivatives, which are financial instruments deriving their value from an underlying asset, may be used to manage the portfolio efficiently. The portfolio may also materially invest in derivatives including using short selling and leverage techniques with the aim of making a return. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund. Equity risk: Equity prices fluctuate daily, based on many factors including general, economic, industry or company news. High yield bond risk: High yield bonds (normally lower rated or unrated) generally carry greater market, credit and liquidity risk meaning greater uncertainty of returns. Interest rate risk: The portfolios may lose value as a direct result of interest rate changes. Leverage risk: The portfolios use derivatives for leverage, which makes them more sensitive to certain market or interest rate movements and may cause above-average volatility and risk of loss. Liquidity risk: In difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares, meaning investors may not be able to have immediate access to their holdings. Money market & deposits risk: A failure of a deposit institution or an issuer of a money market instrument could have a negative impact on the performance of the portfolios. Negative yields risk: If interest rates are very low or negative, this may have a negative impact on the performance of the portfolios. Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.

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Please note past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

This marketing material is for professional clients only. This site is not suitable for retail clients.

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

Cazenove Capital is a trading name of Schroders (C.I.) Ltd which is licensed under the Banking Supervision (Bailiwick of Guernsey) Law 2020 and the Protection of Investors (Bailiwick of Guernsey) Law 2020, as amended in the conduct of banking and investment business. Registered address at Regency Court, Glategny Esplanade, St. Peter Port, Guernsey GY1 3UF (No.24546). Schroders (C.I.) Limited, Jersey Branch is regulated by the Jersey Financial Services Commission in the conduct of investment business. Registered address at 40 Esplanade, St. Helier, Jersey JE2 3QB, (No.31076).