Dynamic Asset Allocation,
SRI/Ethical Portfolios,
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Blended Implementation
SRI Defensive Portfolios
The SRI Defensive Portfolio will seek to deliver long-term capital growth by blending ethically screened collective strategies, employing both the MitonOptimal rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 0-35% and in line with the MitonOptimal risk profile of 3-5.
Asset Allocation
As at 31 Dec 2020
SRI Balanced Income Portfolios
The SRI Balanced Income Portfolio will seek to deliver long-term capital growth by blending ethically screened collective strategies, employing both the MitonOptimal rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 40-85% and in line with the MitonOptimal risk profile of 4-6.
Asset Allocation
As at 31 Dec 2020
SRI Balanced Growth Portfolios
The SRI Balanced Growth Portfolio will seek to deliver long-term capital growth by blending ethically screened collective strategies, employing both the MitonOptimal rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 40-85% and in line with the MitonOptimal risk profile of 5-7.
Asset Allocation
As at 31 Dec 2020
SRI Adventurous Portfolios
The SRI Adventurous Portfolio will seek to deliver long-term capital growth by blending ethically screened collective strategies, employing both the MitonOptimal rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 70-100% and in line with the MitonOptimal risk profile of 7-10.
Asset Allocation
As at 31 Dec 2020