Portfolio commenced 05 August 2019
OBJECTIVE:
To outperform inflation.
STRATEGY:
Actively managed with an ethical objective investing in a wide range of either ESG or SRI Exchange Traded Funds (ETF) to produce significant diversification and exceptional liquidity at very low cost.
Underlying ETF strategies:
UBS ETF US LIQ. C. SUST: Link
iShares $ Corp Bond 0-3yr ESG: Link
UBS ETF MSCI UK IMI SRI: Link
XESG MSCI EUROPE: Link
ISHARES EM SRI: Link
ISHARES SUST MSCI USA SRI: Link
Invesco GBP Corporate Bond ESG: Link
HSBC Japan Sustainable Equity UCITS ETF: Link
L&G Clean Water UCITS ETF: Link
WisdomTree Europe SmallCap Dividend: Link
WisdomTree Emerging Markets SmallCap Dividend: Link
FOR FULL UNDERLYING HOLDINGS, PLEASE DOWNLOAD THE EXCEL DOCUMENT HERE
