Sustainable MPS
Our Sustainable MPS gives your clients the opportunity to contribute positively to global environmental and social sustainability challenges.
What is Sustainable MPS?
Sustainable MPS offers a suite of diversified portfolios that meet a range of objectives and risk profiles, and which are aligned to RBC Brewin Dolphin’s responsible investment philosophy.
The primary objective of Sustainable MPS is to maximise returns from income and capital growth from a portfolio of funds that exclude exposure to controversial sectors.
The portfolios will also seek exposure to companies that have a positive societal or environmental impact. The Sustainable MPS portfolios are managed by the same expert team behind our proven MPS service.
Key facts about Sustainable MPS
A choice of five risk-managed portfolios
Active asset allocation of lower-cost passive funds
Management fee of 0.3% with low charges on underlying funds
Robust and repeatable investment processes
Each portfolio’s ESG score is independently assessed by MSCI and holdings are UN PRI signatories
All portfolios are risk-mapped against Dynamic Planner, Defaqto, EValue, Finametrica, MorningStar, Oxford Risk and Synaptic
Why choose Sustainable MPS?
Positive contribution
Our sustainable MPS is an investment management service that offers investors the opportunity to avoid investment in harmful sectors and contribute positively to global environmental and social sustainability challenges.
Selective choice of funds
We offer a suite of diversified portfolios that meet a range of objectives and risk profiles, and which are aligned to our responsible investment philosophy.
Independently assessed
We believe transparency is important. This is why we use MSCI, a leading specialist independent rating agency, to measure the positive contribution of our Sustainable MPS portfolios.
Our five portfolios
Income
Income higher equity
Balanced
Growth
Global equity
Certain information ©2021 MSCI ESG Research LLC. Reproduced by permission.
Sustainable MPS – Investment process
As a signatory of the United Nations Principles for Responsible Investment (UNPRI), we ensure that the investment fund managers selected for inclusion also promise to incorporate ESG factors into their investment decisions and are active investment owners.
We also run a qualitative screen, which considers financial and non-traditional risks, our exclusion policies, and also including ESG risks and opportunities.
The team selects funds which are industry leaders in integrating ESG factors into investment decisions and stewardship activities, and funds that invest in companies which contribute positively and measurably to social and/or environmental challenges.
2024 Rebalancing dates
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 |
|---|---|---|---|
| 8 January 2024 | 8 April 2024 | 8 July 2024 | 7 October 2024 |
| 12 February 2024 | 13 May 2024 | 12 August 2024 | 11 November 2024 |
| 11 March 2024 | 10 June 2024 | 9 September 2024 | 9 December 2024 |
Why choose RBC Brewin Dolphin?
Trusted
1,700 adviser partners
Expert
Voted top of our field
Established
Our firm dates back to 1762
Your clients’ investments are in safe hands
Gold rating for our Discretionary Fund Management service
A five star rating for our DFM MPS on Platform service
A five diamond rating for our DFM MPS (Platform) Family service
Research team
Our research team’s investment philosophy and process forms the foundation for all our services.
Research philosophy
Our in-house research team identifies, analyses and monitors the best investments to enable us to preserve and grow your clients’ money over the long term and respond quickly to market events.
Find out moreResearch investment process
Discover our rigorous, independent and dynamic investment management process, which reduces the regulatory and compliance burden, so you can focus on your clients.
Find out moreOur services
We offer a range of services to help you meet the needs of each client.
Sustainable MPS
Our Sustainable MPS offers your clients the opportunity to contribute positively to global environmental and social sustainability challenges.
Key information
Passive Plus MPS
Our Passive Plus MPS gives access to lower-cost index funds, selected by our award-winning research team.
Key information
Managed Portfolio Service (MPS)
Since 2008, more than 1,000 advice firms have signed up to use MPS, attracted by strong investment performance and a constant focus on client satisfaction.
Key information
Voyager Risk Rated funds
Our Voyager Fund Range follows the investment approach of MPS but in a unitised structure.
Key information
MI Select Managers funds
Our MI Select Managers funds hold multiple segregated mandates under one fund structure with the aim of improving operational and cost efficiency.
Key information
Discretionary Fund Management
Our Discretionary Fund Management (DFM) offering builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
