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Socially Responsible Investing

In addition to our classic investment portfolios, we offer clients the option to invest in a range of Socially Responsible Investment (SRI) portfolios which apply environmental, social and governance factors to investment selection and weighting. Nine of these SRI portfolios are shown below.

Our SRI portfolios combine all of the benefits of our classic portfolios but focus on excluding equity investments in companies with more than an incidental proportion of their revenue generated in activities including the production of tobacco, controversial weapons, nuclear weapons or nuclear weapon components.

While the above represent minimum exclusions, the vast majority funds within Highgate Partners portfolios will also take into account additional environmental and sustainability factors when considering their investments. Where applicable, these additional factors may include carbon and other greenhouse gas emissions or potential emissions, involvement in toxic spills or releases, child labour, civilian firearms, alcohol, pornography, gambling, or factory farming.

Click on the link below for a summary of how we provide SRI solutions in partnership with Consilium NZ Limited.

Consilium New Zealand - Our Approach To Socially Responsible Investing

Our Portfolios

20% Growth / 80% Income Portfolio – Socially Responsible

Suitable for investors with a time horizon of at least 3 years before spending large amounts of their portfolio. This portfolio has a strong emphasis on capital preservation and should be suitable for investors who are able to accept a low amount of volatility.

30% Growth / 70% Income Portfolio – Socially Responsible

Suitable for investors with a time horizon of at least 4 years before spending large amounts of their portfolio. This portfolio is acceptable for those seeking a lower degree of volatility and has an emphasis on capital preservation.

40% Growth / 60% Income Portfolio – Socially Responsible

Suitable for investors with a time horizon of at least 5 years before spending large amounts of their portfolio. This portfolio targets a small amount of real portfolio growth and should suit investors able to accept moderate volatility.

50% Growth / 50% Income Portfolio – Socially Responsible

Suitable for investors with a time horizon of at least 6 years before spending large amounts of their portfolio. This portfolio is acceptable for those seeking a moderate degree of volatility in order to achieve moderate portfolio growth.

60% Growth / 40% Income Portfolio – Socially Responsible

A 60/40 portfolio is considered suitable for investors with a time horizon of at least 7 years before spending a large proportion of their portfolio. This portfolio is tilted towards achieveing portfolio growth and is suitable for investors willing to accept a higher than average level of volatility.

70% Growth / 30% Income Portfolio – Socially Responsible

A 70/30 portfolio is considered suitable for investors with a time horizon of at least 9 years before seeking to spend a large proportion of their portfolio. This portfolio targets above average growth and should suit investors comfortable accepting a higher than average level of volatility.

80% Growth / 20% Income Portfolio – Socially Responsible

Suitable for investors with a time horizon of at least 10 years before spending large amounts of their portfolio. This portfolio is appropriate for those seeking a higher degree of volatility in order to achieve higher portfolio growth.

90% Growth / 10% Income Portfolio – Socially Responsible

98% Growth / 2% Income Portfolio – Socially Responsible

A 98/2 portfolio is considered suitable for investors with an investment time horizon of at least 15 years before seeking to spend large amounts of their portfolio. This portfolio is targeting the highest available portfolio growth and should suit investors comfortable accepting the highest amount of volatility