Fairstone Responsible Passive is a passive 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.
Incorporates our three pillars of responsible investing – negative screens, carbon reductions and a tilt towards companies that are driving positive change – while focusing on companies that exhibit strong ESG credentials.
The portfolio is made up of third-party passive funds, designed to align to our responsible investment framework while helping keep fees low.
Supported by Morningstar and MSCI, two leading ESG research providers, ensuring high-quality responsible investment choices.
Powered by J.P. Morgan’s macroeconomic insights and refined by Fairstone’s Asset Allocation Committee, ensuring adjustments maintain alignment with responsible investment goals.
Our Model Portfolio Service offers a carefully constructed range of portfolios designed to suit a variety of risk profiles. While each portfolio is built using the same underlying investments, they differ in how those investments are weighted to meet specific risk targets. This means the core building blocks remain consistent, but the overall level of risk, ranging from cautious to adventurous, is tailored to meet different client needs.
It's important to speak with a financial adviser to ensure your chosen portfolio matches your personal goals and attitude to risk. Selecting the right level of risk is a key step in building a long-term investment strategy that works for you.
Explore the factsheets below to learn more about each portfolio's objectives, asset allocation, and performance data.
| Risk level: | 3 |
| Range: | Responsible |
| Investment Management Charge: (IMC) |
0.20% |
| Ongoing charge: (OCF) |
0.17%-0.19% |
| Risk level: | 4 |
| Range: | Responsible |
| Investment Management Charge: (IMC) |
0.20% |
| Ongoing charge: (OCF) |
0.17%-0.19% |
| Risk level: | 5 |
| Range: | Responsible |
| Investment Management Charge: (IMC) |
0.20% |
| Ongoing charge: (OCF) |
0.17%-0.19% |
| Risk level: | 6 |
| Range: | Responsible |
| Investment Management Charge: (IMC) |
0.20% |
| Ongoing charge: (OCF) |
0.17%-0.19% |
| Risk level: | 7 |
| Range: | Responsible |
| Investment Management Charge: (IMC) |
0.20% |
| Ongoing charge: (OCF) |
0.17%-0.19% |
| Risk level: | 8 |
| Range: | Responsible |
| Investment Management Charge: (IMC) |
0.20% |
| Ongoing charge: (OCF) |
0.17%-0.19% |
Portfolio Manager
Imogen Hambly is a Portfolio Manager at Fairstone with extensive expertise in investment research, portfolio construction, and financial planning. Since joining Fairstone in 2014, Imogen has been integral in developing and managing Fairstone’s investment strategies. She is a CFA Charterholder and holds the CFA’s Sustainable Investing Certificate, leading fund selection and research, ensuring that portfolios align with clients’ long-term goals in a client-focused, responsible manner.
Imogen Hambly is a Portfolio Manager at Fairstone with extensive expertise in investment research, portfolio construction, and financial planning. Since joining Fairstone in 2014, Imogen has been integral in developing and managing Fairstone’s investment strategies. She is a CFA Charterholder and holds the CFA’s Sustainable Investing Certificate, leading fund selection and research, ensuring that portfolios align with clients’ long-term goals in a client-focused, responsible manner.
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