Select ESG – Test 08122021

Copia’s Select ESG portfolio range has been designed to grow and preserve capital over the medium-to long-term. These portfolios have been designed for your clients with long term investment horizons, where there is a need for a portfolio diversified across multiple asset classes and geographies. The range is constructed with MSCI ESG-compliant funds that are then screened for performance, ESG profile and value for money characteristics. 

KEY POINTS

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

KEY INFO

YOUR CLIENT USE OF CAPITAL

Long term growth (wealth accumulation)

OBJECTIVES

Grow and preserve capital for different levels of risk relative to global equities

ASSET ALLOCATION

Strategic (asset-based), tactical realignments using the Copia Risk Barometer

UNDERLYING SECURITIES

Screened ESG-compliant funds

OPTIMISATION CONSTRAINTS

Min/Max Position, Turnover, Asset Range

COPIA FEE

0.30%

COPIA'S INVESTMENT APPROACH

Copia Select ESG portfolios are managed consistently using Copia’s investment approach:

1. Set portfolio objectives

Ensure broadly diversified and efficient portfolios are offered to grow and preserve your clients returns over the long-term for different levels of risk relative to Global Equities.

2. Focus on asset allocation

Provide optimised strategic asset allocations, broadly diversified across asset class and geographies. Each portfolio has a strategic asset allocation based on long-run risk-return expectations for each individual asset class and the portfolio as a whole. Our expectations are calculated using capital market assumptions from BlackRock Investment Institute. Tactical asset allocation changes are made using the Copia Risk Barometer.

3. Deliver smarter portfolio construction

Build multi-asset ESG portfolios using a combination of ESG-compliant investments for applicable asset classes.

Why choose Select ESG?

Copia’s Select ESG range is for investors who require an actively risk managed multi-asset portfolio constructed with ESG-compliant equity and bond funds in a way that is diversified, transparent, liquid and cost efficient.

Evaluating Portfolio Strategy & Outcomes

Advisers can evaluate Copia’s Select ESG portfolios’ outcomes by:

For historic data, we use 36-month data as our minimum measuring period.

Expected risk-return

Outcome Chart - Annualised Return

Since 31-Oct-2016

Copia Select ESG - Annualised Returns Chart

For illustration only. Returns based on Total return, assuming income is re-invested immediately and rebalanced on due dates.

Available CPI data has been used as a comparator for real systems. CPI data for September 2021 is currently unavailable and not shown. 

The annualised returns are calculated based on the period from the inception date of the Select portfolios (31-Oct-2016) to 31-July-2021. The performance figures for Select ESG portfolios include simulated data before the inception date of the Select ESG portfolios (31-Mar-2020)

ESG Screening Framework

Some ESG funds have a negative screening approach. Others have a positive screening approach. We build our ESG portfolios with funds that use either or both approaches.

Negative Screening Criteria

Exclude businesses with high negative social or environmental impact.

Positive Screening Criteria

Include businesses with high positive social or environmental impact.

For more information about the Copia Select ESG range speak to one of our relationship managers by calling 0345 850 8880 or emailing us at [email protected]

Copia Capital Management

Fleet House, 8-12 New Bridge Street, EC4V 6AL

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

© 2021 Copia Capital

Advisers, staff of professional firms and other eligible counterparties

I work for an advisory / professional firm or other eligible counterparty.

I will take responsibility for any jurisdictional restrictions that apply to the services described by this website in accordance with applicable law and regulation.

I have read and accept that Cookies are used on this website.  I understand that a Cookie will show that I have accepted the terms to access this website.

Customers and prospective customers

I confirm that I am resident in the UK or other EU Country and I am not a US citizen.

I have read and accept that Cookies are used on this website.  I understand that a Cookie will show that I have accepted the terms to access this website.


The content of this website may only be viewed by persons that meet either of the above conditions.  If neither option is applicable please click here which will close this webpage.