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.