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 are ESG screened across both the equity and Bond elements of the portfolio.
In late 2022, ebi collaborated with Northern Trust to build a selection of ESG screened Bond funds; the first of their kind in the UK. This made the Earth Portfolio Suite unique in being 100% ESG screened.
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 includes a range of market indexed portfolios. Each portfolio represents a passive, low-cost investment, aiming to provide capital appreciation through global diversification.
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 include a range of market-indexed portfolios with an Environmental, Social and Governance (ESG) overlay. Each portfolio within the Core ESG suite represents a passive low-cost investment aiming to provide capital appreciation through global diversification.
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 incorporate an ESG overlay.
*ebi portfolios information correct as of 25.04.2023
