SOCIALLY RESPONSIBLE INVESTING
With investment, your capital is at risk.
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
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.
This is how our socially responsible investment style compares.
These portfolios are designed to perform without intervention. By that, we mean we'll keep you invested in assets that match your risk level, and only review those assets once a year to make sure they're still right for you. Beyond that, we'll keep our hands off.
These portfolios are proactively managed by our experienced investment team. This means we'll make strategic adjustments to try and protect against losses and boost returns.
These portfolios are also proactively managed, and they're designed with social responsibility in mind. We’ll make regular strategic adjustments with a view balanced between performance and ethics.
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.
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.