SRI Portfolios

  • SRI Cautious Growth

    SRI C

    The Portfolio seeks to deliver capital growth over the medium term (5 years plus). The Portfolio provides diversity across regions and asset classes through exposure to a range of collective investments and exchange traded funds (ETFs) selected from a limited, but growing, universe of investments which incorporate ethical, socially responsible or environmental considerations in the choice of their underlying securities. The Portfolio is expected to have a bias towards equity holdings although this is unlikely to exceed 60%.

    Asset Allocation

    Equity 46.00%
    Fixed Income 28.00%
    Alternatives 12.00%
    Cash 14.00%
  • SRI Balanced Growth

    SRI D

    The Portfolio seeks to deliver capital growth over the medium term (5 years plus). The Portfolio provides diversity across regions and asset classes through exposure to a range of collective investments and exchange traded funds (ETFs) selected from a limited, but growing, universe of investments which incorporate ethical, socially responsible or environmental considerations in the choice of their underlying securities. The Portfolio is expected to have a bias towards equity holdings although this is unlikely to exceed 85%.

    Asset Allocation

    Equity 58.00%
    Fixed Income 19.00%
    Alternatives 13.00%
    Cash 10.00%