Lonsec’s suite of managed portfolios are now available on BT Panorama with the addition of the Sustainable portfolios. The Sustainable portfolios provide greater choice for clients seeking investment strategies that align with their personal values and demonstrate strong environmental, social and governance (ESG) practices.
Recognising the growing demand for responsible investment solutions, Lonsec developed the Sustainable portfolios’ Balanced, Growth and High Growth risk profiles with a unique philosophy that looks through both lenses of ESG, which focus on the underlying managers’ process, approach and integration of ESG factors, along with Sustainability measures, which focus on the funds’ positive impact on the world.
To measure the portfolios’ contribution to society and the environment, Lonsec assess funds against the UN’s Sustainable Development Goals (SDG) framework. In this assessment, Lonsec looks at the activities of the companies held in a fund and net the positive contributions to the 17 SDGs against the negative impact of exposures to controversial industries.
Deanne Baker, Portfolio Manager for the Sustainable portfolios said, ‘The Sustainable portfolios now have close to a 12-month track record and, not only have they outperformed the Benchmark over the last 6 and 9 months, but they have also made positive contributions across a number of the SDGs including SDG 11 Sustainable Cities and Communities, SDG 3 Good Health and Well Being and SDG 1 No Poverty. With the addition of our Sustainable portfolios on BT Panorama, we are thrilled to offer an investment solution that aligns with the goals of our clients in conjunction with having a positive impact on the planet”.
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