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...

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