Investment Portfolios

The portfolio is designed to embrace a range of complementary assets, both traditional equity and bond funds as well as a selection of the alternative assets that are available in the market place. The funds selected within this portfolio are predominantly ESG funds with a sustainable or ethical mandate.

Within our multi-asset approach, we have identified that a neutral equity exposure for this portfolio should be in the region of 60%, however this level will alter depending upon our views of the current economic environment.

Our fund selection process combines a qualitative and quantitative review of funds. Analysis of returns, risk, style, market cap and investment process is undertaken on all funds. This then enables us to blend different funds to reflect our views on markets, whilst ensuring that the funds selected do not duplicate or contradict with each other as well as having a sustainable or ethical mandate.

Key Factors

  • Set up for clients who are prepared to accept a moderate level of risk to their capital
  • A focus on achieving capital appreciation with an ESG focus
  • Multi-asset approach
  • There are 2 sustainable endeavour portfolios, one is Distribution Technology 5 and one is Distribution Technology 6.
  • DT 5 Benchmark – IA Mixed Investment 20 – 60% Shares
  • DT 6 Benchmark – IA Mixed Investment 40 – 85% Shares.

 

Access to our portfolios

We offer fourteen risk-rated investment portfolios that can also be accessed on the following platforms: 

Would you like to discuss this investment model?
Speak to a member of the team today.