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 for free

  • 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

Ayesha Venkataraman
Author spotlight

Ayesha Venkataraman

News Editor

View profile
More from Ayesha Venkataraman

What advisers are telling clients about the energy crisis

A day in the life of an adviser: Glasgow-based Adrian Murphy

More on Investment

Direct engagement and the search for hidden gems
Investment

Direct engagement and the search for hidden gems

'What really matters is that investors do not find themselves behind the eight ball'

Gabriel Sacks
clock 27 October 2025 • 4 min read
Pensions tax breaks: Budget 'kite-flying' creating cash management challenge
Investment

Pensions tax breaks: Budget 'kite-flying' creating cash management challenge

Savers and advisers dealing with cash management quandary

Kate Toumazi
clock 14 October 2025 • 3 min read
Partner Insight: Finding the right partner for a managed portfolio service
Investment

Partner Insight: Finding the right partner for a managed portfolio service

Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.

Chris Reah, Francis Clark Financial Planning
clock 13 October 2025 • 5 min read