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
PORTFOLIO SUITE
SRI
The SRI portfolios are a range of globally diversified, market-based portfolios with a Socially Responsible Investing focus, and integrated ESG screening. The SRI equity portfolio element invests exclusively in the top 25% of companies ranked in ESG terms relative to their sector peers, and meets the EU Paris Aligned Benchmark minimum requirements.
The portfolio range is more appropriate for long-term holding periods and for investors aiming to gain exposure to a range of market-indexed funds that seek to provide increased ESG characteristics in comparison to the broad global market.
PORTFOLIO SUITE
Earth
The Earth Portfolios Suite sits at the heart of ebi’s investment philosophy; globally diversified, with increased allocations to carefully selected factor premiums, and ESG screening in place across both the equity and bond elements of the portfolio.
In late 2022, the Earth suites became fully ESG screened through ebi’s collaboration with Northern Trust and their launch of a range of ESG screened bond funds, the first of their kind in the UK.
The 5 factors in ebi’s Earth Portfolios Suite are Size, Quality, Momentum, Minimum Volatility and Value. Find out more about factor investing
PORTFOLIO SUITE
World
The World Portfolios Suite is a low-cost, evidence based investment solution that seeks to combine a globally diversified strategy with a factor tilted approach.
The portfolios aim for factor diversification through exposure to five key factors, which evidence suggests may deliver premiums in excess of the global market.
The 5 factors in ebi’s World Portfolios Suite are Size, Quality, Momentum, Minimum Volatility and Value. Find out more about factor investing
PORTFOLIO SUITE
Core
The Core Portfolios Suite is a range of pure market indexed portfolios, made up of regional passive equity funds tracking leading indices, and two passive global bond funds tilted to a shorter duration.
The portfolio range is appropriate for investors aiming to derive returns similar to that of the global benchmark index, and those prepared for long-term holding periods.
PORTFOLIO SUITE
Core ESG
The Core ESG Portfolios Suite is a range of ESG-screened market indexed portfolios, made up of regional passive equity funds tracking leading ESG indices, and two ESG-screened passive global bond funds tilted to a shorter duration
The portfolio range is more appropriate for long-term holding periods and for investors aiming to gain broad global market exposure using low-cost passive investment funds that are ESG screened.
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.
The portfolio is designed for investors who require an allocation to low risk, and highly liquid assets.
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).
*ebi portfolios information correct as of 25.04.2023
