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

    Equities 51.00%
    Fixed Interest 28.00%
    Alternatives 9.00%
    Property 4.00%
    Cash 8.00%
  • 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

    Equities 61.00%
    Fixed Interest 20.00%
    Alternatives 9.00%
    Property 6.00%
    Cash 4.00%