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.
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 and the total return up to 30 September 2019 is 10.22% against a benchmark return of 6.45%. A detailed breakdown of the performance is shown below.
Performance from 1 January 2018 to 30 September 2019. Source: Morningstar,on a bid to bid basis with net income reinvested.
You should note that past performance is not a reliable indicator of future returns and the value of your investments can fall as well as rise. The total return reflects performance without sales charges or the effects of taxation, but is adjusted to reflect all on-going fund expenses and assumes reinvestment of dividends and capital gains. If adjusted for sales charges and the effects of taxation, the performance quoted would be reduced.
Split by funds:
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