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% but may in times of market weakness be reduced to zero and be replaced by gilts and bonds. Tactical trading strategies seek to invest 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 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 61
Volatility -
Alpha -
Beta -
Max Drawdown - Portfolio -
Max Drawdown - Benchmark -7.89%
Sharpe Ratio -
Sortino Ratio -
Management Fees inc. vat 0.30%
Fund Costs - OCF 0.42%
Default Sector Holdings
Global 14%
North American 9%
UK Large Cap 12%
UK Mid Cap 0%
UK Small Cap 0%
Europe 3%
Japan 3%
Pacific 4%
Emerging Markets 5%
Property 5%
Commodities 0%
Global Fixed Interest 24%
UK Gilts 0%
UK Index Linked Gilts 0%
UK Corporate Bonds 15%
Cash 6%
Cumulative Performance Chart
Cumulative performance chart shows % growth from 01/07/2019 to 9/10/2019 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.