Aberdeen Sustainable MPS range
Our best investment ideas incorporating, ethical, enhanced ESG, sustainable and impact investment themes into portfolios.
Contact our dedicated Aberdeen MPS teamKey features
- Investment objective
The Aberdeen Sustainable MPS range aims to achieve a total return over the long term, from both income and capital growth, for each of the 5 diversified portfolios of collective investment funds. This range focuses on ethical, enhanced ESG, sustainable and impact funds, in addition to other assets held for diversification purposes. It is intended for investors with a very low through to a medium high attitude to risk. The portfolios invest in a wide variety of assets via funds that in turn invest in equities, fixed interest, alternatives and money markets. This blend of assets should help to dampen down volatility over the long term.
Read more about what we mean by sustainable Investing for this range [PDF]
Launch Date : 29 July 2020.
Our discretionary management team has been in existence since 2007 and have offered Managed Portfolio Solutions since 2011. Our skilled team of investment professionals have a combined 100 years of investment experience of building and running MPS solutions.
- Dedicated support servicesYou’ll have access to our regional business development team, investment managers and support staff. Meet the Aberdeen MPS team here.
Investment approach
- Strategic Asset Allocation: we use funds to build the optimal long term mix of bonds, equities and alternative investments to achieve portfolio objectives within agreed risk levels.
- We overlay a tactical asset allocation to generate incremental returns for our investors.
- A blend of active and passive funds allows us to keep costs down whilst investing efficiently on your behalf.
- Within each portfolio we seek to identify and invest in funds that apply ethical, enhanced ESG, sustainable and impact investment approaches.
- We continually review each portfolio and carry out regular quarterly rebalancing to make sure we continue to align to the target long term asset mix.
Platform availability
Charges
- 0.15% Discretionary Fund Management fee on Wrap & Elevate or 0.20% on other platforms
- 0.32-0.65% Ongoing Fund Charges
Risk mapping
We map the 5 portfolios in the Aberdeen Sustainable MPS range to the following risk rating providers. We provide strategic and tactical asset allocation positioning to the risk profiling company on a regular basis.
| Sustainable MPS 1 | Sustainable MPS 2 |
Sustainable MPS 3 |
Sustainable MPS 4 | Sustainable MPS 5 | |
|---|---|---|---|---|---|
| Aberdeen Risk Level Global Equity Volatility |
very low 30-35% |
low 45-50% |
medium low 60-65% |
medium 75-80% |
high 90-95% |
| Defaqto | 2 | 4 | 5 | 7 | 8 |
| Dynamic Planner | 3 | 4 | 5 | 6 | 7 |
| EV (5 yr scale / 1-5) | 3 | 3 | 4 | 4 | 5 |
| Fina Metrica (OK Risk) | 36-47 | 48-59 | 59-71 | 69-85 | 77-100 |
| Oxford Risk | 2 | 2 | 3 | 4 | 4 |
| Synaptic (SAA) | 2.5 | 3.0 | 3.4 | 4.1 | 5.2 |
Correct at 27 Jan 2025. The mapping summarises the relationship between risk ratings and Aberdeen's Managed Portfolio Service strategies. It should be noted that most risk questionnaires assess an investor's attitude to risk only. As per FCA requirements, advisors are responsible for assessing all factors, including attitude to risk, financial circumstances, capacity for loss and investment time horizon when determining their clients suitability for Aberdeen’s managed Portfolio Service strategies.
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