Model Portfolios

Our model portfolios can be used to help clarify a selection of funds which would be appropriate for ethical investors with differing attitudes to investment risk.

There are 4 portfolios to choose from:

1. Cautious Portfolio. This would be suitable for an ethical investor who wanted lower risk, less volatile returns.

2. Balanced Portfolio. This would be appropriate for ethical investors who were prepared to take some risks with their portfolio, but also wish to minimise their exposure to higher risk.

3. Medium High Risk Portfolio. This would contain ethical funds characterised by higher than average rates of volatility and may involve investing in funds which are non-UK based and consequently are susceptible to currency exchange rate fluctuations.

4. High Risk Portfolio. This would be suitable for ethical investors who were prepared to take significant risks and were prepared to accept very high rates of volatility.

Portfolio modelling can also be useful when considering whether to adopt a "dark" or a "light" green approach to investment portfolio construction.

1. Light Green Portfolio. This contains funds which are characterised by a "light green" approach to investment.

2. Blended Portfolio. This contains a mix of light and dark green funds.

3. Dark Green Portfolio. This is composed of "dark" green investment funds.