Aristo Capital vs Aristo Planet
Delivering investment solutions tailored for financial advisers seeking choice for their clients. Our two core portfolio ranges offer distinct approaches while sharing a consistent governance and construction framework.
Portfolio Approaches
The Aristo Capital range follows an unconstrained investment strategy, giving advisers access to a wide universe of assets including open-ended funds, closed-ended vehicles, ETFs, and passive instruments
This flexibility allows for robust diversification and supports financial objectives through disciplined asset allocation.
Aristo Planet portfolios, in contrast, starts with a more selective asset universe, applying a defined ESG screening methodology to the eligible investment universe. These portfolios take account of sustainability-related disclosures and the stated ESG screening methodology used within the investment process and client demand for responsible investing. As a result, some assets available in the Capital range may not qualify for the Planet range.
Fund Selection and Client Outcomes
SFDR doesn’t require exclusion of all controversial areas, but it does demand evidence of ESG integration. The process includes positive and negative screening, together with ESG scorecard assessment alongside financial analysis.
The eligible universe for Planet portfolios is naturally more focused, leading to differences in sector, regional, or fund exposures—even if risk profiles and objectives are similar.
Both portfolio ranges are built on the same philosophy and governance standards. Aristo Capital portfolios offer broad flexibility, while Aristo Planet portfolios integrate SFDR-aligned ESG criteria for a more focused selection. Advisers can consider either range within their broader suitability assessment, recognising that both share a common governance framework but differ in the scope of the eligible investment universe.
