Green Path Balanced Portfolio
Aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.
The Green Path Balanced 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 the portfolio will not exceed 55%.
The chosen investment funds can invest in UK and overseas equities, commercial property, fixed interest securities, natural resources, precious metals or cash. Each fund is positively filtered to meet ESG values and criteria.
The Green Path Balanced Portfolio is benchmarked against the average performance of the IA Mixed Investment 40%-85% Equity Sector.
Portfolio Information
Equity Content 0 - 55%
FE Risk Score - Portfolio -
FE Risk Score - Benchmark 43
Volatility -
Alpha -
Beta -
Max Drawdown - Portfolio -
Max Drawdown - Benchmark -1.01%
Sharpe Ratio -
Sortino Ratio -
Management Fees inc. vat 0.30%
Fund Costs - OCF 0.40%
Default Sector Holdings
Global 14%
North American 9%
UK All Cap 12%
Europe 3%
Japan 3%
Pacific 4%
Emerging Markets 5%
Property 5%
Commodities 0%
Global Fixed Interest 24%
UK Corporate Bonds 15%
Cash 6%
Cumulative Performance Chart
Cumulative performance chart shows % growth from 01/07/2019 to 03/01/2020 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.