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Fairstone Responsible Active is an active, global multi-asset portfolio range aligned with Fairstone’s responsible investment framework, that combines negative screening, carbon reductions, and positive change. The portfolio range draws strategic asset allocation from J.P. Morgan Asset Management, with tactical adjustments from Fairstone’s asset allocation committee, all while adhering to responsible investment principles.
Risk Level:
Range
Ongoing charge:
(OCF)
3
Responsible
0.57-0.77%
Risk Level:
Range
Ongoing charge:
(OCF)
4
Responsible
0.57-0.77%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Responsible
0.57-0.77%
Risk Level:
Range
Ongoing charge:
(OCF)
6
Responsible
0.57-0.77%
Risk Level:
Range
Ongoing charge:
(OCF)
7
Responsible
0.57-0.77%
Risk Level:
Range
Ongoing charge:
(OCF)
8
Responsible
0.57-0.77%
Incorporates negative screening, carbon reductions, and prioritises companies with positive societal and environmental footprints.
Invests in active, third-party funds, with a focus on responsibly managed companies and those creating solutions to help drive positive change.
Supported by Morningstar and MSCI, leaders in ESG research, enhancing the responsible investment process.
Powered by J.P. Morgan’s macroeconomic insights and refined by Fairstone’s Asset Allocation Committee for timely adjustments while maintaining responsible investment objectives.
Imogen Hambly is a Portfolio Manager at Fairstone, with expertise in investment research, portfolio construction, and financial planning. Since joining in 2014, she has helped develop and manage Fairstone’s investment strategies. Leading on research and fund selection, she ensures portfolios align with clients’ long-term goals through a diligent, client-focused approach.
Imogen Hambly is a Portfolio Manager at Fairstone, with expertise in investment research, portfolio construction, and financial planning. Since joining in 2014, she has helped develop and manage Fairstone’s investment strategies. Leading on research and fund selection, she ensures portfolios align with clients’ long-term goals through a diligent, client-focused approach.