Dynamic Asset Allocation,

SRI/Ethical Portfolios

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

Ethical Balanced Growth Portfolios

The Ethical 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.

Asset Allocation

As at 31 Dec 2020

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.

Asset Allocation

As at 31 Dec 2020

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