The ESG portfolios seek to invest in ETFs that track companies that are screened for their environmental, social and corporate governance factors because of the nature of the business the company conducts. We apply our forecasting models with the aim of preserving capital across all of our ESG portfolios.

Cautious

  • Fixed Income, Equity
  • Target Risk - 2% to 5%
  • Target Return - RPI
  • Fees - 0.15% + VAT
  • Blank

Cautious-Balanced

  • Equity, Fixed Income
  • Target Risk - 2% to 8%
  • Target Return - RPI + 1%
  • Fees - 0.15% + VAT
  • Blank

Balanced

  • Equity, Fixed Income
  • Target Risk - 5% to 10%
  • Target Return - RPI + 2%
  • Fees - 0.15% + VAT
  • Blank

Growth

  • Equity, Fixed Income
  • Target Risk - 10% to 15%
  • Target Return - RPI + 4%
  • Fees - 0.15% + VAT
  • Blank

These and other ETF Model Portfolios are currently available on Ascentric & Transact.


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