ESG Investment Portfolio
Your ESG portfolio summary, climate impact, and recent transactions.

Share Report Details

Carbon Neutrality StatusNet Zero Target 2030
Total AUM (ESG Funds)£4,850,000,000.00
Available Liquidity£924,000,000.00

Recent ESG Transactions

R

Renewable Energy Fund Dividend

Q4 2024 distribution from Offshore Wind Portfolio

+£285,000
T

TCFD Compliance Audit

Annual climate disclosure verification and assurance

-£45,000
G

Green Bond Principal Payment

Maturity payment from Climate Infrastructure Bond 2019

+£1,500,000
C

Carbon Offset Portfolio

Purchase 12,500 tonnes CO2e verified removal credits

-£168,750
S

Sustainable Real Estate Returns

Quarterly rental income from BREEAM Excellent portfolio

+£425,000
E

ESG Rating Agency Fees

MSCI ESG Research + Sustainalytics annual subscriptions

-£95,000
I

Impact Investing Exit

Sale of stake in Social Housing Development Fund

+£3,200,000
B

Biodiversity Credits

Purchase 850 biodiversity units (UK Habitat Banking)

-£127,500
W

Water Infrastructure Bond Coupon

Semi-annual interest from Thames Tideway Super Sewer project

+£156,000
C

Circular Economy Fund Investment

Initial capital deployment to EU Plastics Recycling Fund

-£2,500,000
C

Community Energy Co-op Returns

Annual distribution from Scottish Solar & Storage Network

+£78,500
N

Nature-Based Solutions Research

Grant to Oxford University Rewilding Economics Programme

-£185,000
B

Blue Bond Interest Payment

Q1 2025 coupon from Sustainable Ocean Finance Initiative

+£212,000
C

Climate Transition Advisory

Consulting fees for net-zero pathway portfolio alignment

-£128,000
ESG Fund Performance
Track sustainable vs. traditional investment performance at a glance.
Sustainable

£3,855,000,000

Traditional

£685,000,000

Committed

£310,000,000

Carbon Offset Allocation
Renewable Energy
£380k
Carbon Removal
£120k
Biodiversity
£80k

Annual carbon offset budget: £2.5 million

Climate Risk Calculator
Physical RiskTransition Risk

8.2/10

Portfolio Average Risk Score

TCFD Alignment Level92%
Carbon Intensity (tCO2e/£M)24.8
Climate VaR (95% CI)124,500,000
Overall ESG RatingAA (Very High)

Portfolio Dashboard

Monitor fund performance, allocation, and ESG metrics across your portfolio

Total AUM
£17.45B

8.5% from last month

Portfolio Return YTD
11.2%

2.3% from last month

Average Risk Score
52.7

1.5% from last month

Active Positions
5 Funds
Fund Performance
Annual returns by fund with individual colors
ESG Ratings
ESG score by fund with individual colors
Geographic Allocation
Portfolio distribution by region
Sector Allocation
Portfolio distribution by sector
Fund Detailed Analysis
Complete fund performance and allocation breakdown
Fund NameAUM (£B)Return %ESG RatingAllocation %
Global ESG Leaders Fund£1.4212.5%92/10029%
Renewable Energy Fund£0.9818.3%95/10020%
Sustainable Bonds Fund£1.215.2%88/10025%
Impact Investing Fund£0.6814.7%94/10014%
Climate Solutions Fund£0.5616.2%96/10011%
Portfolio Composition
Detailed breakdown of portfolio allocations

Conservative ESG Portfolio

Total Value

£5.2M

Risk Score

35

Bonds40%
Equities45%
Alternatives10%
Cash5%

Growth ESG Portfolio

Total Value

£8.8M

Risk Score

65

Equities69%
Bonds15%
Alternatives10%
Cash6%

Impact-Focused Portfolio

Total Value

£3.5M

Risk Score

58

Impact Equities50%
Green Bonds30%
Community Investments15%
Cash5%
Cash Flow Analysis
Capital calls vs distributions over time

ESG Fund Ratings

Comprehensive ESG scores across environmental, social, and governance criteria

Global ESG Leaders Fund
A
Environmental
92
Social
88
Governance
90
Climate Exposure
15%
Carbon Footprint
18.5 tCO₂e
above average
up
Renewable Energy Fund
A
Environmental
95
Social
85
Governance
87
Climate Exposure
8%
Carbon Footprint
12.3 tCO₂e
above average
stable
Sustainable Bonds Portfolio
B
Environmental
78
Social
82
Governance
85
Climate Exposure
22%
Carbon Footprint
28.7 tCO₂e
average average
up
Impact Investing Fund
A
Environmental
90
Social
94
Governance
88
Climate Exposure
12%
Carbon Footprint
15.8 tCO₂e
above average
up
Climate Solutions Fund
A
Environmental
96
Social
86
Governance
89
Climate Exposure
5%
Carbon Footprint
9.2 tCO₂e
above average
stable
Top Holdings
Top 20 portfolio holdings with ESG scores
CompanySectorCountryWeight %ESG ScoreStatusValue (£M)
Vestas Wind SystemsRenewable EnergyDenmark8.5%
94
Active
£1485
ØrstedRenewable EnergyDenmark7.2%
92
Active
£1258
Tesla IncElectric VehiclesUnited States6.8%
85
Active
£1188
NextEra EnergyUtilitiesUnited States5.9%
88
Active
£1031
Schneider ElectricIndustrial TechnologyFrance5.4%
90
Active
£943
NovozymesBiotechnologyDenmark4.8%
91
Active
£838
Siemens GamesaRenewable EnergySpain4.5%
89
Monitoring
£786
UnileverConsumer GoodsUnited Kingdom4.2%
86
Active
£734
DSMNutrition & HealthNetherlands3.9%
88
Active
£681
Scottish & Southern EnergyUtilitiesUnited Kingdom3.6%
87
Active
£629
Neste CorporationRenewable FuelsFinland3.4%
90
Active
£594
Kingspan GroupBuilding MaterialsIreland3.2%
85
Active
£559
Enel Green PowerRenewable EnergyItaly3.0%
89
Active
£524
Banco SantanderGreen FinanceSpain2.8%
82
Monitoring
£489
Tomra SystemsRecycling TechnologyNorway2.6%
91
Active
£454
NordexWind TurbinesGermany2.4%
87
Active
£419
EDP RenováveisRenewable EnergyPortugal2.2%
88
Active
£384
IberdrolaUtilitiesSpain2.0%
86
Active
£349
AlfenEV InfrastructureNetherlands1.8%
84
Active
£314
RWERenewable EnergyGermany1.6%
83
Monitoring
£279
Climate Risk Heat Map
Risk exposure by region and sector
Region / SectorTechnologyEnergyFinanceHealthcare
North America
25
12%
45
8%
30
10%
20
6%
Europe
22
15%
35
18%
28
12%
18
8%
Asia Pacific
38
14%
62
10%
42
8%
35
5%
Emerging Markets
48
5%
75
7%
55
4%
45
3%
Performance Attribution
Portfolio return breakdown by contribution factor

TCFD Compliance

Task Force on Climate-related Financial Disclosures alignment scores

Governance
19/20 items completed
95%
excellent
Strategy
22/25 items completed
88%
good
Risk Management
23/25 items completed
92%
excellent
Metrics & Targets
17/20 items completed
85%
good
Current month vs previous month comparison
Overall ESG Score
Previous: 86.2
88.5
+2.3
Environmental Score
Previous: 89.8
91.2
+1.4
Social Score
Previous: 85.1
87.3
+2.2
Governance Score
Previous: 89.5
89.1
-0.4
Carbon Intensity (tCO2e/£M)
Previous: 26.5
24.8
-1.7
Renewable Energy %
Previous: 75.2
78.5
+3.3
Board Diversity %
Previous: 40.5
42.0
+1.5
Employee Safety Score
Previous: 93.8
94.2
+0.4
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