We currently offer two SRI (Socially Responsible Investing) Growth portfolios reflecting different risk-return profiles. These portfolios are designed for investors who seek to grow the value of their capital and who wish to ensure that strict environmental, social, governance (ESG) and ethical principles are applied to the underlying choice of the investments.
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%.
| Equities | 43.60% | |
| Fixed Interest | 30.54% | |
| Alternatives | 12.06% | |
| Cash | 13.80% |
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%.
| Equities | 55.56% | |
| Fixed Interest | 21.60% | |
| Alternatives | 13.02% | |
| Cash | 9.82% |