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...
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.
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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...