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Fairstone Tribe is an actively managed, global multi-asset portfolio range with a sustainability overlay, managed in partnership with Tribe Impact Capital. The portfolio’s asset allocation and underlying holdings are guided by a top-down sustainability framework that actively avoids investments in sectors with negative impacts, such as those with high carbon emissions, and focuses on companies addressing global challenges.
Risk Level:
Range
Ongoing charge:
(OCF)
3
Responsible
0.54-0.88%
Risk Level:
Range
Ongoing charge:
(OCF)
4
Responsible
0.54-0.88%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Responsible
0.54-0.88%
Risk Level:
Range
Ongoing charge:
(OCF)
6
Responsible
0.54-0.88%
Risk Level:
Range
Ongoing charge:
(OCF)
7
Responsible
0.54-0.88%
Risk Level:
Range
Ongoing charge:
(OCF)
8
Responsible
0.54-0.88%
The portfolio uses top-down industry and business activity screens combined with strict bottom-up inclusion criteria, ensuring investments contribute positively to environmental and social outcomes.
Focuses on companies that are solving global challenges, positioning them for future growth opportunities.
The portfolios are well-diversified across asset classes, ensuring exposure to companies with strong sustainability credentials and long-term growth potential.
Tribe’s experienced team has over 30 years of combined expertise in impact investing, sustainability, and portfolio management.