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 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.

Read More Investment Views from our blog

infographic illustrating responsible invetsment

Growing Back Green

Part of the coronavirus recovery is a move to rebuild in a more ethical and sustainable way with increased awareness around ESG investing. In preparation for the expected increase in growth as econ...

Actively managed portfolio service dedicated to sustainable growth through the use of environmental, social and governance (ESG) investment values

ESG Investing: Trends and Challenges

Growing public awareness of the climate crisis has boosted sales of ESG funds in the last few years. The disruption caused by Covid-19 in 2020 has accelerated the sector’s growth as investors look ...

Actively managed portfolio service dedicated to sustainable growth through the use of environmental, social and governance (ESG) investment values

Green Path Fund Selection Criteria

Green Path portfolios use well-regarded ethical mutual funds and exchange traded funds (ETFs), giving you a balance of shares, bonds and some thematic investments, such as gender equality. The fund...