An introduction to ebi’s portfolios suites
ebi has created a range of low-cost, diversified, passively managed portfolios.
ebi’s portfolios at a glance
*Ongoing Charges Figure for the 60% equity portfolio, other than for Cash Plus which is a single portfolio solution
PORTFOLIO SUITE
Earth
The Earth portfolio suite sits at the heart of ebi’s investment philosophy, with its range of globally diversified, factor-tilted, and ESG-screened portfolios.
The suite invests in low-cost index tracking and rules-based funds screened for ESG criteria, with its bond exposure tilted to a shorter duration than the wider market.
PORTFOLIO SUITE
World
The World portfolio suite is Earth’s sister portfolio range, with its range of globally diversified and factor-tilted portfolios.
The suite invests in low-cost index tracking and rules-based funds, with its bond exposure tilted to a shorter duration than the wider market.
PORTFOLIO SUITE
Core ESG
The Core ESG portfolio suite is ebi’s ESG-screened index-tracking solution, with its portfolios seeking to broadly replicate the returns of the global equity and global investment grade bond markets screened for ESG criteria.
The suite invests in a range of regional equity funds tracking leading ESG indices, and two ESG-screened index-tracking global bond funds tilted to a shorter duration.
PORTFOLIO SUITE
Core
The Core portfolio suite is ebi’s pure index-tracking solution, with its portfolios seeking to broadly replicate the returns of the global equity and global investment grade bond markets.
The suite invests in a range of index-tracking regional equity funds, and two index-tracking global bond funds tilted to a shorter duration than the wider market.
PORTFOLIO SUITE
SRI
The SRI portfolio suite is a range of globally diversified portfolios with a Socially Responsible Investing focus.
The suite invests in a range of index-tracking regional SRI equity funds, which meet the EU Paris Aligned Benchmark minimum requirements, and invest exclusively in the top 25% of companies ranked in ESG terms relative to their sector peers.
It also invests in two ESG-screened index-tracking global bond funds tilted to a shorter duration.
PORTFOLIO SUITE
Dimensional Core, Core Plus & Sustainability Wealth Models
The Dimensional Core, Core Plus and Sustainability Wealth Models are a set of portfolio suites offered by Dimensional and implemented by ebi Portfolios. They provide a research-driven, systematic framework for pursuing a wide range of investment goals.
Dimensional, like ebi, uses decades of academic research and rules-based funds that target specific factors, as opposed to traditional active management where a manager attempts to beat the market. The portfolios are designed for an emphasis on total returns, driven by research-backed drivers of higher expected returns across equity markets (size, value and profitability).
PORTFOLIO SUITE
Impact
The Impact portfolio suite is a range of impact focused portfolios, aiming to generate positive, measurable, and sustainable social and environmental change, alongside a financial return.
The portfolios are made up of index-tracking global impact equity ETFs, investing in companies whose products and services aim to address critical global challenges, and an index tracking global green bond fund, investing in bonds where the proceeds are applied to projects or activities focused on climate and environmental activities.
PORTFOLIO SUITE
Cash Plus
The Cash Plus Portfolio is a single portfolio solution designed for investors seeking a combination of yield, liquidity, and low capital risk
*ebi portfolios information correct as of 25.04.2023