Luna conducts due diligence on the individual funds to create five risk-rated portfolios which we believe are invested in products with ESG at the centre of what they do.
The chart below details the different types of investment product that exist in the market place. Luna has decided to combine a number of these different styles because we believe it builds a well-diversified portfolio.
For example, we have funds that have exclusions, appointed active fund managers who conduct ESG company analysis and have extensive experience in this.
We have selected funds where they go a step further and are seeking to have a positive impact on how they invest and finally we have selected funds that are dedicated to ‘green investing’ by selecting products dedicated to both clean energy investing and green bonds.
For more information on the Model Portfolio – please find attached the factsheets and cost and charges document for this service.
Before investing please check the specific risk factors on the key features document as some strategies can be high risk; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Taxation is dependent on individual circumstances and is subject to change.