SRI & Ethical Portfolios
We believe that companies that act responsibly towards the environment, social issues, corporate governance, and who have a sustainable business model, are well positioned to add value for shareholders.
Our process seeks to identify collective investments which invest in robust businesses with attractive valuations, whilst also building a more stable, resilient and prosperous economy.
Both our Socially Responsible Investing & our Ethical Investing services offer clients a selection of multi-asset model portfolios along the risk spectrum.
SRI Defensive Portfolio
The SRI Defensive Portfolio will seek to deliver long-term capital growth by blending ethically screened collective strategies, employing both the MitonOptimal rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 0-35% and in line with the MitonOptimal risk profile of 3-5.
SRI Balanced Income Portfolio
The SRI Balanced Income Portfolio will seek to deliver long-term capital growth by blending ethically screened collective strategies, employing both the MitonOptimal rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 40-85% and in line with the MitonOptimal risk profile of 4-6.
SRI Balanced Growth Portfolio
The SRI Balanced Growth Portfolio will seek to deliver long-term capital growth by blending ethically screened collective strategies, employing both the MitonOptimal rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 40-85% and in line with the MitonOptimal risk profile of 5-7.
SRI Adventurous Portfolio
The SRI Adventurous Portfolio will seek to deliver long-term capital growth by blending ethically screened collective strategies, employing both the MitonOptimal rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 70-100% and in line with the MitonOptimal risk profile of 7-10.
Ethical Balanced Growth Portfolio
The Ethical Balanced Growth Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating and risk profiling systems.
Ethical Balanced Income Portfolio
The Ethical Balanced Income Model Portfolio will seek to deliver long-term capital growth and income by blending collective strategies and employing our proprietary rating and risk profiling systems.
How to Invest
For further information about how to invest in our SRI & Ethical Model Portfolios, click on the button below or contact us directly.
