ASPIM Growth
It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service.
ASPIM ESG
The ESG portfolios are for investors who are looking to exclude investments in certain parts of the market whilst also pursuing positive change through their investments.
Key benefits
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8 portfolios, risk profiled 2-9
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Multi-asset portfolios
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Actively managed
Fees
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DFM fee 0.25%
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Ongoing charge (OCF) 0.68%*
*at 31.10.2025. Based on ASPIM ESG 5. See factsheet for latest OCFs.
Strategic asset allocation
ASPIM ESG 2
ASPIM ESG 3
ASPIM ESG 4
ASPIM ESG 5
ASPIM ESG 6
ASPIM ESG 7
ASPIM ESG 8
ASPIM ESG 9
Equity
Fixed interest
Alternatives
Cash
For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 30.11.2024. Please refer to the latest factsheet for the current asset allocation.
Related documents
MPS portfolio | Factsheet |
|---|---|
ASPIM ESG 2 | |
ASPIM ESG 3 | |
ASPIM ESG 4 | |
ASPIM ESG 5 | |
ASPIM ESG 6 | |
ASPIM ESG 7 | |
ASPIM ESG 8 | |
ASPIM ESG 9 |
MPS Brochure
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