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Fairstone Responsible Passive is a global multi-asset portfolio range, designed and built in line with our holistic responsible investment framework, that incorporates negative screens, carbon reductions and positive outcomes.
Managed internally by Fairstone Investment Management, the range invests in a broad range of passive, third party funds, with a focus on exclusions based solutions and those with above benchmark sustainability linked credentials.
The range benefits from a Strategic Asset Allocation powered by JP Morgan, and Tactical Asset Allocation refined by Fairstone’s Asset Allocation Committee, adjusted to allow for relevant responsible investment constraints.
Risk Level:
Range
Ongoing charge:
(OCF)
8
Responsible
0.17%-0.19%
Risk Level:
Range
Ongoing charge:
(OCF)
7
Responsible
0.17%-0.19%
Risk Level:
Range
Ongoing charge:
(OCF)
6
Responsible
0.17%-0.19%
Risk Level:
Range
Ongoing charge:
(OCF)
5
Responsible
0.17%-0.19%
Risk Level:
Range
Ongoing charge:
(OCF)
4
Responsible
0.17%-0.19%
Risk Level:
Range
Ongoing charge:
(OCF)
3
Responsible
0.17%-0.19%
Additional flexibility to use ETF’s, where appropriate.
Our responsible investment process is supported by two leading ESG research providers, Morningstar and MSCI, with added challenge from the wider Fairstone Group Investment Committee.
Utilising J.P. Morgan Asset Management, the world’s largest active asset manager, in macro economic insights supporting the asset allocation process.
Risk targeted so the portfolio will always align with your agreed risk parameters.
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.