Share Report Details
Recent ESG Transactions
Renewable Energy Fund Dividend
Q4 2024 distribution from Offshore Wind Portfolio
TCFD Compliance Audit
Annual climate disclosure verification and assurance
Green Bond Principal Payment
Maturity payment from Climate Infrastructure Bond 2019
Carbon Offset Portfolio
Purchase 12,500 tonnes CO2e verified removal credits
Sustainable Real Estate Returns
Quarterly rental income from BREEAM Excellent portfolio
ESG Rating Agency Fees
MSCI ESG Research + Sustainalytics annual subscriptions
Impact Investing Exit
Sale of stake in Social Housing Development Fund
Biodiversity Credits
Purchase 850 biodiversity units (UK Habitat Banking)
Water Infrastructure Bond Coupon
Semi-annual interest from Thames Tideway Super Sewer project
Circular Economy Fund Investment
Initial capital deployment to EU Plastics Recycling Fund
Community Energy Co-op Returns
Annual distribution from Scottish Solar & Storage Network
Nature-Based Solutions Research
Grant to Oxford University Rewilding Economics Programme
Blue Bond Interest Payment
Q1 2025 coupon from Sustainable Ocean Finance Initiative
Climate Transition Advisory
Consulting fees for net-zero pathway portfolio alignment
£3,855,000,000
£685,000,000
£310,000,000
Annual carbon offset budget: £2.5 million
8.2/10
Portfolio Average Risk Score
Portfolio Dashboard
Monitor fund performance, allocation, and ESG metrics across your portfolio
8.5% from last month
2.3% from last month
1.5% from last month
| Fund Name | AUM (£B) | Return % | ESG Rating | Allocation % |
|---|---|---|---|---|
| Global ESG Leaders Fund | £1.42 | 12.5% | 92/100 | 29% |
| Renewable Energy Fund | £0.98 | 18.3% | 95/100 | 20% |
| Sustainable Bonds Fund | £1.21 | 5.2% | 88/100 | 25% |
| Impact Investing Fund | £0.68 | 14.7% | 94/100 | 14% |
| Climate Solutions Fund | £0.56 | 16.2% | 96/100 | 11% |
Conservative ESG Portfolio
Total Value
£5.2M
Risk Score
35
Growth ESG Portfolio
Total Value
£8.8M
Risk Score
65
Impact-Focused Portfolio
Total Value
£3.5M
Risk Score
58
ESG Fund Ratings
Comprehensive ESG scores across environmental, social, and governance criteria
- Environmental
- 92
- Social
- 88
- Governance
- 90
- Climate Exposure
- 15%
- Carbon Footprint
- 18.5 tCO₂e
- Environmental
- 95
- Social
- 85
- Governance
- 87
- Climate Exposure
- 8%
- Carbon Footprint
- 12.3 tCO₂e
- Environmental
- 78
- Social
- 82
- Governance
- 85
- Climate Exposure
- 22%
- Carbon Footprint
- 28.7 tCO₂e
- Environmental
- 90
- Social
- 94
- Governance
- 88
- Climate Exposure
- 12%
- Carbon Footprint
- 15.8 tCO₂e
- Environmental
- 96
- Social
- 86
- Governance
- 89
- Climate Exposure
- 5%
- Carbon Footprint
- 9.2 tCO₂e
| Company | Sector | Country | Weight % | ESG Score | Status | Value (£M) |
|---|---|---|---|---|---|---|
| Vestas Wind Systems | Renewable Energy | Denmark | 8.5% | 94 | Active | £1485 |
| Ørsted | Renewable Energy | Denmark | 7.2% | 92 | Active | £1258 |
| Tesla Inc | Electric Vehicles | United States | 6.8% | 85 | Active | £1188 |
| NextEra Energy | Utilities | United States | 5.9% | 88 | Active | £1031 |
| Schneider Electric | Industrial Technology | France | 5.4% | 90 | Active | £943 |
| Novozymes | Biotechnology | Denmark | 4.8% | 91 | Active | £838 |
| Siemens Gamesa | Renewable Energy | Spain | 4.5% | 89 | Monitoring | £786 |
| Unilever | Consumer Goods | United Kingdom | 4.2% | 86 | Active | £734 |
| DSM | Nutrition & Health | Netherlands | 3.9% | 88 | Active | £681 |
| Scottish & Southern Energy | Utilities | United Kingdom | 3.6% | 87 | Active | £629 |
| Neste Corporation | Renewable Fuels | Finland | 3.4% | 90 | Active | £594 |
| Kingspan Group | Building Materials | Ireland | 3.2% | 85 | Active | £559 |
| Enel Green Power | Renewable Energy | Italy | 3.0% | 89 | Active | £524 |
| Banco Santander | Green Finance | Spain | 2.8% | 82 | Monitoring | £489 |
| Tomra Systems | Recycling Technology | Norway | 2.6% | 91 | Active | £454 |
| Nordex | Wind Turbines | Germany | 2.4% | 87 | Active | £419 |
| EDP Renováveis | Renewable Energy | Portugal | 2.2% | 88 | Active | £384 |
| Iberdrola | Utilities | Spain | 2.0% | 86 | Active | £349 |
| Alfen | EV Infrastructure | Netherlands | 1.8% | 84 | Active | £314 |
| RWE | Renewable Energy | Germany | 1.6% | 83 | Monitoring | £279 |
| Region / Sector | Technology | Energy | Finance | Healthcare |
|---|---|---|---|---|
| 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% |
TCFD Compliance
Task Force on Climate-related Financial Disclosures alignment scores
- Overall ESG Score
- Previous: 86.2
- 88.5
- Environmental Score
- Previous: 89.8
- 91.2
- Social Score
- Previous: 85.1
- 87.3
- Governance Score
- Previous: 89.5
- 89.1
- Carbon Intensity (tCO2e/£M)
- Previous: 26.5
- 24.8
- Renewable Energy %
- Previous: 75.2
- 78.5
- Board Diversity %
- Previous: 40.5
- 42.0
- Employee Safety Score
- Previous: 93.8
- 94.2