Partner Content by Charles Stanley

Why has the performance of responsible investments stumbled this year?

Jane Bransgrove, Investment Director at Charles Stanley, runs our Responsible Model Portfolios. She says, “as with all portfolios in our MPS range, our responsible models benefit from active asset allocation. This, coupled with strong risk management, and focus on risk-adjusted returns, has helped our Responsible Models to continue to deliver competitive performance compared to peers despite the recent headwinds. The holdings within our model portfolios have responsible characteristics, for example they’re tracking an ESG or socially responsible index, or they have a thematic focus. Therefore, unlike some models with sustainable labels which might only have a couple of responsible funds dotted throughout the portfolio – investors can be confident that our models are committed to tackling sustainability challenges.”

For more information about our range of responsible models, please visit or call 020 4502 7218

The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to the future. Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority.