Directly Invested Portfolios
Sustainable Global Growth
Aubrey’s Sustainable Global Growth Portfolio consists of around 30 growing global companies that are committed to long term sustainability.
It follows Aubrey’s investment philosophy and research process, with sustainability as the core consideration. We invest in companies who are enabling/leading positive change in their industries
The portfolio only invests in companies that achieve our definition of a ‘sustainable’ company. Each company is assessed through an in-house Aubrey ESG framework and fundamental analysis.
To be considered a ‘sustainable’ investment, a company must meet the following criteria:
- The company must achieve a minimum Aubrey ESG Average score of 70%.
- The company must have clear carbon emission reduction objectives. To assess this, the portfolio only invests in companies that set targets and disclose emissions based on the standardised metric of scope 1 and scope 2 emissions.
- The company’s strategy must align to the UN Sustainable Development goals. The company must disclose which of the 17 goals it is aligned to, and provide practical examples of how it is aligned to each respective goal.
We only use the specific information you have provided to ensure the best recommendations for you, our client – this is gathered in our Client Profile Form at the on-boarding stage. Our Investment team will conduct an in-depth review of your current risk, objectives, time horizon and financial situation to ensure that the Sustainable Global Growth portfolio would be the best option to suit your individual needs.
If you would like to hear more, please get in touch with privateclients@aubreycm.co.uk or call our offices on +44 (0) 131 226 2083.
Warning – The value of your investments and its income may go down as well as up, and you may not get back the original amount you invested.
Fund Managers
Chris Sutton
Investment Manager
Years at Aubrey
10
Industry experience
27
Chris is an Investment Manager and heads up Aubrey’s Private Client team. He has been with Aubrey since 2014.
Chris was Deputy Regional Director for Rathbone Investment Management in Edinburgh until 2013, having joined the firm in 1997. He was a member of Rathbones national Asset Allocation and Collectives Research Committees and has a significant background in alternative assets. Chris dealt specifically with adviser solutions and has particular experience in managing SIPPs. He joined Aubrey to establish its adviser and MPS services.
Chris is a Chartered Wealth Manager and Chartered FCSI.
David Neilson
Investment Manager
Years at Aubrey
3
Industry experience
13
David joined Aubrey in January 2021 as Investment Manager in the Private Client team.
Before beginning his role at Aubrey, David worked for Turcan Connell Asset Management and then Cornelian Asset Managers. In this latter role, David managed portfolios on behalf of a range of clients, before the firm’s acquisition by Brooks Macdonald.
David attained a MA (Hons) in Social Policy and Politics from the University of Edinburgh. He also holds the Investment Advice Diploma (IAD) and Certificate in Private Client Investment Advice & Management (PCIAM). Additionally, David is a member of the Chartered Institute for Securities & Investment (CISI).
John Ewart
Investment Manager
Years at Aubrey
12
Industry experience
36
John is a Director of Aubrey, and Investment Manager of the Global Emerging Markets Strategy. He joined the firm in 2012.
John is a graduate of the University of Strathclyde, with a BA in Economics and, additionally, is a member of the CFA Institute.
John has over 30 years’ investment industry experience across global equity markets. He joined Glasgow-based FS Assurance in 1988, and managed equity portfolios in the UK retail and pension fund market. He then moved to First State Investments in 2000 to manage retail and segregated European client portfolios. In 2004, he moved to Alliance Trust PLC and was a member of the Global Equity Team and subsequently responsible for the Global Emerging Markets portfolio.
Klyzza Lidman
Investment Analyst
Years at Aubrey
8
Industry experience
8
A graduate from the University of Edinburgh Business School, with an MSc in Banking and Risk Management, Klyzza is a Swedish national and has been educated in the Philippines, Sweden, Bahrain, UAE and Saudi Arabia. She holds the Investment Management Certificate (IMC) and Certificate in ESG investing. In 2019, Klyzza won ‘Young Investment Woman of the Year (small to medium firms)’ in Investment Week’s Women in Investment Awards.
