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Overview

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
Asset allocation

Bonds 24.5%

Equites 75.4%

Cash 0.1%

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