Investing shouldn't cost the Earth

Nutmeg's socially responsible portfolios, featuring environmental, social and governance (ESG) scoring.

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With investment, your capital is at risk.

SRI

Socially responsible investing

What’s in a name?

Ethical investing, sustainable investing, green investing - these terms are used interchangeably in the industry. But we don’t always think it’s clear what these labels actually mean for your investments.

Looking beyond the labels, we're using industry-leading data to give you a real understanding of what your money's doing.

We call our approach socially responsible investing (SRI).

Radically transparent

Our investment team continuously scores every portfolio for environmental, social and governance principles, using thousands of data points across key ESG issues.

Environmental

  • Carbon emissions
  • Water stress
  • Climate change
  • Pollution and waste
  • Renewable energy
  • Privacy and data
  • Labour management
  • Health and safety
  • Supply chain labour management
  • Controversial sourcing

Governance

  • Business ethics
  • Board diversity
  • Executive pay
  • Tax transparency
  • Anti-competitive practices
Sri app screens

What impact do you see?

We want to show you how each of our portfolios stacks up against a range of ESG criteria, so you can start to get a real sense of where your money is invested.

Learn more from our white paper Msci logo

How it works

We want to empower you to make more conscious investment decisions. So we've worked with MSCI, a leader in ESG research and analytics, to give each portfolio a range of scores.

This gives you the best possible sense of how each portfolio aligns with your values.

“We give you a real sense of how your portfolio stacks up”
James McManus
Chief investment officer

What does this cost you?

This is how our socially responsible investment style compares.

Remember, with investment your capital is at risk. The value of your portfolio could go down as well as up and you may get back less than you invest.

Pri logo

We're proud to have signed up to the United Nations (UN) Principles of Responsible Investment (PRI)

Find out more about the PRI

Explore our track record

Our SRI track record goes back to September 2018, when we launched our SRI portfolios and signed up to the Principles of Responsible Investment. We believe in transparency, through the ups and down of the market, so you can explore for yourself the returns for each of our 10 risk-based SRI, fully managed portfolios below.

This past performance is based on Nutmeg customer data.

Past performance is not a reliable indicator of future performance.

Learn more about performance and how it's calculated


 
 
 
 
 

 

Nutmeg monthly returns shown in green. Nutmeg daily returns, shown in grey, to show the relative volatility of the portfolios.

*The annualised figure is the return since inception expressed as a compound annual rate. For example, a portfolio with an annualised return of 6% corresponds to an actual return of 19.1% over three years (rather than 18% as you might expect) due to the effect of compounding.

Common track record questions

When is the data uploaded?

We update this data shortly after each calendar month.

How are Nutmeg’s returns calculated?

The past performance is an average of customer returns based on real Nutmeg customer data. The returns are calculated after Nutmeg management fees – see our fee page for more information. Returns also account for investment fund costs and the effect of market spread, after tax. Dividends have been included on an accrual basis.

Related articles

We believe Nutmeg has always led the wealth management industry on transparency – from portfolio performance to costs and charges, we’ve always prided ourselves on making sure you understand your investments.

Last year, Nutmeg signed the Principles for Responsible Investment (PRI). We are currently the only online wealth manager in the UK1 to back this initiative, which seeks to influence positive change in the investment industry.

We know that the performance of socially responsible investment strategies can be an area of concern for our customers. Here, we lay out how we expect our socially responsible portfolios to perform.

Try it out