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BettrInvest ESG Portfolios

Going full-fat out…to a greener world

Having already begun the rollout of our new low carbon BettrInvest Portfolios, I am delighted to confirm you can now invest in our brand new ‘full-fat’ fully sustainable version.

Just like our BettrInvest Portfolios these will also benefit from our trademark low-costs and global diversification.

The main point of difference will be ‘degrees of sustainability’. The new ‘fully fat green’ version has a whopping carbon footprint reduction of 60%* (for our low carbon version it is still a very credible 25%).

*Based on our 2020 standard 60/40 asset mix.

Who might this suit?

Whilst we believe the new low carbon portfolios are suitable for all our investors (as there is no compromise on cost, or its long-term expected returns) the new full-fat sustainable version will probably be better suited to those who have particularly strong views on environmental, social and corporate governance issues.

Environmental issues cover how companies interact with the environment, Social issues cover companies’ conduct towards their internal and external communities, and Governance issues cover how companies behave in their business activities.

So, what’s different about the new BettrInvest ESG Portfolios?

It is probably best to start with what hasn’t changed. These new portfolios continue to benefit from our commitment to seeking out the best low-cost investment solutions for you.

Just like our BettrInvest Portfolios they also benefit from significantly better than average global diversification.

Where they differ is by how much we can tilt your BettrInvest ESG Portfolio towards assets with higher dimensions of expected returns.

As you will recall, science tells us that on average,certain types of shares (small, value and profitable companies) perform better than others over time, so it is worthwhile focusing on those in your portfolio.

Presently, we are unable to capture these returns fully when investing fully sustainably meaning these BettrInvest ESG Portfolios have a lower long-term expected return than our core and low carbon BettrInvest Portfolios.

Dimensional and Vanguard

We have chosen to build these new BettrInvest ESG Portfolios with sustainable funds provided by Vanguard and Dimensional Fund Advisers.

The choice of course will be yours… go full out sustainable, and still benefit from very low investment costs and better than average global diversification BUT accept a modest trade off in the long-term returns you can expect OR take that slightly smaller ‘low carbon’ step in the knowledge that you can still be contribute to a greener world but without compromising the long-term return you can expect from your portfolio.

We will discuss these options with you at your annual planning meeting however if you would like to learn more, please email me on jb@brettinvestment.com



Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.