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Overview

Portfolio commenced 8 June 2009

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

Asset allocation

Bonds 24.7%

Equites 74.1%

Cash 1.2%

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