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SRI/ETHICAL RANGE

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AB SRI DEFENSIVE PORTFOLIOS

The AB 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 in line with a Alpha Beta Risk Profile of 3 - 5.

The AB SRI Defensive Portfolio only invests in funds that are sustainable and contribute positively to either the environment or society. The model selects investments that provide solutions to global issues such as climate change, biodiversity, water shortage, urbanisation, health and well-being, and social inclusion. The United Nation’s Sustainable Development Goals are utilised to inform analysis and research on these themes, and the holdings in the model.

Asset Allocation

As at 30 April 2024

AB SRI BALANCED INCOME PORTFOLIOS

The AB 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.

The AB SRI Balanced Income Portfolio only invests in funds that are sustainable and contribute positively to either the environment or society. The model selects investments that provide solutions to global issues such as climate change, biodiversity, water shortage, urbanisation, health and well-being, and social inclusion. The United Nation’s Sustainable Development Goals are utilised to inform analysis and research on these themes, and the holdings in the model.

As at 30 April 2024

Asset Allocation

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.

The AB SRI Balanced Growth Portfolio only invests in funds that are sustainable and contribute positively to either the environment or society. The model selects investments that provide solutions to global issues such as climate change, biodiversity, water shortage, urbanisation, health and well-being, and social inclusion. The United Nation’s Sustainable Development Goals are utilised to inform analysis and research on these themes, and the holdings in the model.

Asset Allocation

As at 30 April 2024

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.

The AB SRI Adventurous Portfolio only invests in funds that are sustainable and contribute positively to either the environment or society. The model selects investments that provide solutions to global issues such as climate change, biodiversity, water shortage, urbanisation, health and well-being, and social inclusion. The United Nation’s Sustainable Development Goals are utilised to inform analysis and research on these themes, and the holdings in the model.

As at 30 April 2024

Asset Allocation

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, Adult entertainment, 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 30 April 2024

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, Adult entertainment, 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.

As at 30 April 2024

Asset Allocation

HISTORICAL FACTSHEETS FOR THIS RANGE/PORTFOLIO ARE AVAILABLE ON REQUEST

PLEASE CLICK BELOW TO DOWNLOAD ALL SRI/ETHICAL PORTFOLIOS FACTSHEETS

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