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.
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.
We screen out any fund with significant exposure to securities (be it shares or bonds) involved in:
• the tobacco industry
• nuclear weapons
• adult entertainment
• gambling
• civilian firearms
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
Bonds 32.8%
Equities 67.0%
Cash 0.2%