Dynamic Asset Allocation,

SRI/Ethical Portfolios

Blended Implementation 

AB SRI Defensive Portfolios

The SRI Defensive Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary rating and risk profiling systems.
The equity allocation of the portfolio will be managed within our self-imposed parameter of 0% - 35% and inline with a Alpha Beta Risk Profile of 3 - 5.

Asset Allocation

As at 31 August 2021

AB SRI Balanced Income Portfolios

The SRI Balanced Income Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary 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 a Alpha Beta Risk Profile of 4 - 6.

Asset Allocation

As at 31 August 2021

AB SRI Balanced Growth Portfolios

The SRI Balanced Growth Model Portfolio will seek to deliver long-term capital growth by blending collective strategies and employing our proprietary 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 a Alpha Beta Risk Profile of 5 - 7.

Asset Allocation

As at 31 August 2021

AB SRI Adventurous Portfolios

The SRI Adventurous Portfolio will seek to deliver long-term capital growth by blending collective strategies, employing our proprietary 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 AlphaBeta l risk profile of 7-10.

Asset Allocation

As at 31 August 2021

AB Ethical Balanced Growth Portfolios

The Ethical Balanced Growth Model Portfolio will seek to deliver long-term capital growth and income by blending collective strategies and employing our proprietary rating and risk profiling systems. We employ a strict negative screening process in order to highlight investments that do not meet our ethical criteria.
Our process will screen for and seek to avoid investments in areas like Animal testing, Gambling, Intensive farming, Nuclear power, Pornography, Tobacco & Weaponry. In addition to this, we seek to exclude companies that support oppressive regimes or operate in a way that does not respect human rights issues.

Asset Allocation

As at 31 August 2021

AB Ethical Balanced Income Portfolios

The Ethical Balanced Income Model Portfolio will seek to deliver long-term capital growth and income by blending collective strategies and employing our proprietary rating and risk profiling systems. We employ a strict negative screening process in order to highlight investments that do not meet our ethical criteria.
Our process will screen for and seek to avoid investments in areas like Animal testing, Gambling, Intensive farming, Nuclear power, Pornography, Tobacco & Weaponry. In addition to this, we seek to exclude companies that support oppressive regimes or operate in a way that does not respect human rights issues.

Asset Allocation

As at 31 August 2021

Please click below to download all SRI/Ethical Portfolios Factsheets