Green Path Strategic Portfolio

Aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

The Green Path Strategic Portfolio is a tactically traded SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

The equity element of this portfolio will not exceed 70% but may in times of market weakness be reduced to zero and be replaced by gilts and bonds. Tactical trading strategies seek to invest heavily into equity when market momentum is rising but retain profits by moving to the security of gilts and bonds when market momentum falls. These strategies seek to enhance overall gain and reduce risk of loss.

The chosen investment funds can invest in UK and overseas equities, commercial property, fixed interest securities, natural resources, precious metals or cash.

The Green Path Strategic Portfolio is benchmarked against the average performance of the Mixed Investment 40%-85% equity Sector.

Cumulative Performance Chart

Image Description

Cumulative performance chart shows % growth from 01/07/2019 to 09/10/2019 calculated using bid prices with income re-invested into the fund net of tax. The cumulative performance chart shows how the portfolio has performed against the benchmark taking into account the changing composition of the portfolio over the period of time shown.