SMART ESG PORTFOLIOS

The total annual cost of investing in Yodelar ESG portfolio can vary depending on which portfolio(s) you invest in. However, the average total annual charge is 1.43%. This includes portfolio charges, platform charges as well as ongoing management charges.

For our ESG portfolios we will only every consider a fund that has an A+  MSCI ESG rating.There are over 53,000 funds and ETFs that have been provided with an MSCI ESG rating. Each rating is calculated based on the measurement of over 30 core ESG principles.

In conjunction with ensuring our portfolios maintain high ESG standards, we assess each funds quality using defined performance related metrics, filtering out approximately 10% of funds that have consistently outperformed their competitors. From this small selection of funds our investment committee will then chose the most appropriate to include in our ESG portfolios.

Yodelar Investments have a minimum requirement/threshold of £150,000 or per client.

We are completely independent, which means we have no commercial relationships with any fund management brand. This allows us to consider the whole market to identify the most suitable fund managers and funds for our portfolios.

We are very focused on understanding which fund managers out of plus retail investment funds perform well within their sectors. Our investment committee use our research as a first filter to identify which fund managers are competent within their particular sector. We use this information to build, maintain and monitor our client portfolios.