Green Path Cautious Portfolio
Aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.
The Green Path Cautious Portfolio is a tactically traded SRI/ESG growth strategy. It is aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.
The equity element of the portfolio will not exceed 40% 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 Cautious Portfolio is benchmarked against the average performance of the IA Mixed Investment 20%-60% Equity Sector.
Cumulative Performance Chart
Cumulative performance chart shows % growth from 01/07/2019 to 09/10/2019 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.