abrdn Sustainable Index MPS range
Our portfolio range of best index tracking investment ideas and has a tilt toward ethical, enhanced ESG and other investment themes.
Contact our dedicated abrdn MPS teamKey features
- Investment objective
The abrdn Sustainable Index MPS range aims to achieve a total return over the long term, from both income and capital growth, for each of the 5 diversified portfolios of collective investment funds. This range focuses on ethical, enhanced ESG and sustainable index-tracker funds, in addition to other assets held for diversification purposes. It is intended for investors with a very low through to a medium high attitude to risk. The portfolios invest in a wide variety of assets via funds that in turn invest in equities, fixed interest, alternatives and money markets. This blend of assets should help to dampen down volatility over the long term.
Read more about what we mean by sustainable investing for this range [PDF]
- Launch date : 27 June 2022.Our discretionary management team has been in existence since 2007 and have offered Managed Portfolio Solutions since 2011. Our skilled team of investment professionals have a combined 100 years of investment experience of building and running MPS solutions.
- Dedicated support servicesYou’ll have access to our regional business development team, investment managers and support staff. Meet the abrdn MPS team here.
Investment approach
- Strategic Asset Allocation: we use funds to build the optimal long term mix of bonds, equities and alternative investments to achieve portfolio objectives within agreed risk levels.
- We research and select the most suitable index tracking funds for each portfolio to deliver a low cost option for our investors who prefer this approach.
- We primarily invest in index tracking funds that apply a set of business involvement screens to avoid companies that pose reputational risks and/or violate investors’ values. The remaining securities are re-weighted to minimise ESG risk ratings and reduce carbon emissions.
- We continually review each portfolio and carry out regular rebalancing (at least 4 times a year) to make sure it continues to align to the original long term asset mix.
Platform availability
Charges
- 0..10% Discretionary Fund Management fee
- 0.11-0.14% Ongoing Fund Charges
We map the 5 portfolios in the abrdn Sustainable Index MPS range to the following risk rating providers. We provide strategic and tactical asset allocation positioning to the risk profiling company on a regular basis.
| Sustainable Index MPS 1 | Sustainable Index MPS 2 |
Sustainable Index MPS 3 |
Sustainable Index MPS 4 | Sustainable Index MPS 5 | |
|---|---|---|---|---|---|
| abrdn Risk Level Global Equity Volatility |
very low 30-35% |
low 45-50% |
medium low 75-80% |
medium 75-80% |
high 90-95% |
| Defaqto | 3 | 4 | 6 | 7 | 9 |
| Dynamic Planner | 3 | 4 | 5 | 6 | 7 |
| EV (5 yr scale / 1-5) | 3 | 4 | 4 | 5 | 5 |
| Fina Metrica (OK Risk) | 33-45 | 47-58 | 58-69 | 68-84 | 77-100 |
| Oxford Risk | 2 | 2 | 3 | 4 | 5 |
| Synaptic (SAA) | 2.6 | 3 | 3.6 | 4.2 | 5.1 |
Correct at 12 Nov 2024
As per FCA requirements, advisors are responsible for assessing all factors, including attitude to risk, financial circumstances, capacity for loss and investment time horizon when determining their clients suitability for abrdn’s managed Portfolio Service strategies.
Best in class, whole market funds
Key documents
Consumer duty
Latest commentary
Policies & Governance Links
MPS insights
Read our latest MPS dedicated articles and insights.
MPS literature
View all our brochures, factsheets, quarterly reporting and Consumer Duty documents.
abrdn MPS ranges
View our full range of abrdn Managed Portfolio products.
Ready to sign up or want to find out more?
Contact our business development team now
Discuss your needs and how we can help.
Contact us