Sustainability overlay
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.
Fairstone Tribe is an actively managed, global multi-asset portfolio range with a sustainability overlay created by Fairstone, managed in partnership with Tribe Impact Capital. The portfolio’s asset allocation and underlying holdings are guided by a top-down sustainability framework that naturally minimises exposures to controversial industries by focusing on the UN SDGs investments in sectors with negative impacts, such as those with high carbon emissions, and focuses on companies addressing global challenges.
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.
A portion of each portfolio, through the funds we invest it will always focus 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.
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) |
0.30% |
| Ongoing charge: (OCF) |
0.54-0.88% |
| Risk level: | 4 |
| Range: | Responsible |
| Investment Management Charge: (IMC) |
0.30% |
| Ongoing charge: (OCF) |
0.54-0.88% |
| Risk level: | 5 |
| Range: | Responsible |
| Investment Management Charge: (IMC) |
0.30% |
| Ongoing charge: (OCF) |
0.54-0.88% |
| Risk level: | 6 |
| Range: | Responsible |
| Investment Management Charge: (IMC) |
0.30% |
| Ongoing charge: (OCF) |
0.54-0.88% |
| Risk level: | 7 |
| Range: | Responsible |
| Investment Management Charge: (IMC) |
0.30% |
| Ongoing charge: (OCF) |
0.54-0.88% |
| Risk level: | 8 |
| Range: | Responsible |
| Investment Management Charge: (IMC) |
0.30% |
| Ongoing charge: (OCF) |
0.54-0.88% |
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