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Ethical Investing

Portfolio commenced 19 June 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
UBS ETF MSCI UK IMI SRI: Link
XESG MSCI EUROPE: Link
ISHARES EM SRI: Link
ISHARES SUST MSCI USA SRI: Link
UBS MSCI JAPAN SRI: Link

 

FOR FULL UNDERLYING HOLDINGS, PLEASE DOWNLOAD THE EXCEL DOCUMENT HERE