We have nine socially responsible investment (SRI) portfolios. These portfolios apply environmental, social and governance factors to investment selection and weightings.
Here are three examples of our SRI portfolios:
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.
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.
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.