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.

Socially responsible Model Portfolio

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.

Socially responsible Model Portfolio
Socially responsible Model Portfolio

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.

Socially responsible Model Portfolio
Socially responsible Model Portfolio

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.

Socially responsible Model Portfolio

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.

Address

MitonOptimal UK Limited
Royal Mead
Railway Place
Bath
BA1 1SR
UK

Phone

t: +44 (0) 1225 632 250
f: +44 (0) 1225 439 442

Regulatory Information

Regulatory Information
MitonOptimal UK is a trading name of AB Investment Solutions Limited. AB Investment Solutions is a subsidiary of Alpha Beta Partners Limited.  Registered in England and Wales No. 09138865.  Authorised and regulated by the Financial Conduct Authority.

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