Evelyn Partners' SMPS team adds three equity funds

Aiming to ‘further improve diversification across the portfolios’

Ayesha Venkataraman
clock • 2 min read

The Evelyn Partners’ Sustainable Managed Portfolio Service (SMPS) team has added new holdings in Atlas Global Infrastructure, Alquity Future World and iShares MSCI Japan SRI ETF to its models in its latest re-balance.

Atlas Global Infrastructure is a concentrated, sector agnostic portfolio (18-30 stocks) of developed market infrastructure company equities. The team focus heavily on company cashflows, and the expected impact on these of different energy transition and policy scenarios. They are long-term and employ a strict valuation discipline. There are targets in place for the fund to reach by 2030, which align with Atlas' Net Zero Asset Manager commitment. Alquity Future World is a small Emerging and Frontier Markets fund managed by Alquity Investment Management, an investment boutique specialising...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Investment

Jupiter CEO Matthew Beesley

Jupiter cuts investment in unlisted assets for open-ended fund

Policy change following change in investor sentiment

Elliot Gulliver-Needham
clock 08 February 2023 • 1 min read
Robin Geffen (pictured) joined Liontrust in October 2019.

Robin Geffen to exit Liontrust amid global equity consolidation

Shift in strategic focus sees exit of Neptune founder

Valeria Martinez
clock 08 February 2023 • 1 min read
Royal Courts of Justice, London

FCA takes action against unauthorised director it alleges took £2.8m

Breach of restrictions around financial promotion also a concern

Hope William-Smith
clock 07 February 2023 • 1 min read