Investment Model Portfolios for Adviser Firms

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GDIM Conservative Ethical Investment Model Portfolio

This Investment Model Portfolio will target a low level of risk but maintains the potential for growth over the long term and seeks to use socially responsible funds where possible. Bond and equity funds that use a negative screen (that removes companies that deal in tobacco, arms, alcohol, pornography, gambling, etc.) or a positive screen (to include companies that make a positive impact, such as social housing schemes or those that manage charitable schemes) 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 2019October 2018 |  July 2018April 2018January 2018

Description

This Investment Model Portfolio will target a low level of risk but maintains the potential for growth over the long term and seeks to use socially responsible funds where possible. Bond and equity funds that use a negative screen (that removes companies that deal in tobacco, arms, alcohol, pornography, gambling, etc.) or a positive screen (to include companies that make a positive impact, such as social housing schemes or those that manage charitable schemes) 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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