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

More on Investment

AI is fast turning into an asset allocation story, not just a technology story

AI is fast turning into an asset allocation story, not just a technology story

'What is being challenged is not whether AI matters, but who captures the economics'

Lisa Wang
clock 07 August 2026 • 5 min read
Darius McDermott: Have megatrends changed the game?

Darius McDermott: Have megatrends changed the game?

'Disruptive forces are at work in the global economy'

Darius McDermott
clock 06 August 2026 • 5 min read
Technology cited as main barrier to private market access for advisers

Technology cited as main barrier to private market access for advisers

Follows Oliver Wyman’s and Clearstream’s private markets whitepaper

Sophia Panayi
clock 04 August 2026 • 3 min read