Aim of fund
The portfolio looks to deliver above inflation returns (capital growth) through a combination of fixed interest and equity investments with an ethical mandate.
The investments will be screened from the available UK Ethical Funds and Investment Trusts (currently approximately 80 available investments). The portfolio will look to avoid investments which are ‘sustainable’ but don’t have an ethical screening.
|Quarterly Portfolio Update||July 2018|
|Quarterly Market Update||July 2018|
|Quarterly Portfolio Update||April 2018|
|Quarterly Market Update||April 2018|
Risk and benchmark performance of fund
The portfolio holds a higher content of equities compared to the cautious and defensive portfolios, but less than the adventurous portfolios (we currently do not offer ethical versions of these portfolios). Currently the portfolio holds approximately 20% in assets such as fixed interest and absolute return funds, with the rest in equity funds which can include property. We believe this is the best way to provide potential upside growth as well as providing equal weight between risk and reward.
This is a Bespoke Portfolio, and although some of the holdings are similar to the Ethical Portfolio there are some differences.
The Portfolio was launched on the 1 January 2018. Performance is not currently available.
Split by funds:
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