Investment Model Portfolios for Adviser Firms

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GDIM Balanced Ethical Investment Model Portfolio Factsheet

This Investment Model Portfolio generally uses similar amounts of risk-weighted equity and non-equity instruments to achieve growth over the long-term and seeks to use socially responsible funds where possible. Bond and equity funds that use a negative screen (removing companies that deal in tobacco, arms, alcohol, gambling, etc.) or a positive screen (to include companies that make a positive impact) will be considered for use and are analysed in the same way all of our funds are, in terms of performance and risk.

Previous factsheets: July 2019 | April 2019 | January 2019 October 2018July 2018April 2018January 2018

Description

This Investment Model Portfolio generally uses similar amounts of risk-weighted equity and non-equity instruments to achieve growth over the long-term and seeks to use socially responsible funds where possible. Bond and equity funds that use a negative screen (removing companies that deal in tobacco, arms, alcohol, gambling, etc.) or a positive screen (to include companies that make a positive impact) will be considered for use and are analysed in the same way all of our funds are, in terms of performance and risk.

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