Socially Responsible Investing

Investing for financial gain and doing good do not have to be mutually exclusive concepts. We offer investors a range of portfolios to allow them to express their social and sustainable preferences with their investments.

Individuals generally have three major ways of expressing their social and sustainability preferences.

For those investors wishing to express their social and sustainability preferences with their investments we offer a range of Socially Responsible Investing portfolios.

Social Responsible Investing or SRI is the broad term for an investment approach which seeks to consider investments delivering both a financial return and a social benefit. With an SRI approach the investment managers takes a proactive role in ensuring each company they invest into acts responsibly on a range of environmental, social or governance (ESG) issues.

Each of our nine SRI model portfolios emphasise environmental sustainability while targeting higher expected returns, by employing the following principles:

  • Systematically evaluate company sustainability metrics across all major industries

  • Emphasise investment in companies acting in more environmentally sound ways than their industry counterparts

  • Exclude or underweight companies based on other key environmental and social considerations, while maintaining broad diversification

  • Employ a disciplined investment process that results in highly diversified and low-cost portfolios, and is targeted at the long-term drivers of higher expected return

Information on our SRI portfolios can be found below. If you would like more details about our SRI portfolio construction process and filters, please speak to one of our advisers.

Please refer to the investment disclosures page for details of how the returns shown in the fact sheets have been calculated.

20% Equity / 80% Fixed Interest Portfolio

Defensive — Suitable for investors with a time horizon of approximately 3 years before spending large amounts of their portfolio. This portfolio has a strong emphasis on capital preservation and should suit investors able to accept a very low amount of volatility. Download 20/80 SRI model factsheet.

30% Equity / 70% Fixed Interest Portfolio

Conservative — Suitable for investors with a time horizon of approximately 4 years before spending large amounts of their portfolio. This portfolio has an emphasis on capital preservation and should suit investors able to accept a low amount of volatility.  Download 30/70 SRI model factsheet.

40% Equity / 60% Fixed Interest Portfolio

Moderate — Suitable for investors with a time horizon of approximately 5 years before spending large amounts of their portfolio. This portfolio is targeting a small amount of portfolio growth and should suit investors able to accept moderate volatility.  Download 40/60 SRI model factsheet.

50% Equity / 50% Fixed Interest Portfolio

Balanced — Suitable for investors with a time horizon of approximately 6 years before spending large amounts of their portfolio. This portfolio is balanced in its allocation between growth and income assets and therefore targets an average amount of portfolio growth and should suit investors able to accept an average amount of volatility. Download 50/50 SRI model factsheet.

60% Equity / 40% Fixed Interest Portfolio

Moderately Aggressive — Suitable for investors with a time horizon of approximately 7 years before spending large amounts of their portfolio. This portfolio has a slight emphasis on achieving portfolio growth and should suit investors comfortable accepting an above average amount of volatility. Download 60/40 SRI model factsheet.

70% Equity / 30% Fixed Interest Portfolio

Aggressive — Suitable for investors with a time horizon of approximately 9 years before spending large amounts of their portfolio. This portfolio is targeting above average portfolio growth and should suit investors comfortable accepting well above average volatility. Download 70/30 SRI model factsheet.

80% Equity / 20% Fixed Interest Portfolio

Highly Aggressive — Suitable for investors with a time horizon of approximately 10 years before spending large amounts of their portfolio. This portfolio is targeting well above average portfolio growth and should suit investors comfortable accepting high volatility. Download 80/20 SRI model factsheet.

90% Equity / 10% Fixed Interest Portfolio

Extremely Aggressive — Suitable for investors with a time horizon of approximately 12 years before spending large amounts of their portfolio. This portfolio is targeting high portfolio growth and should suit investors comfortable accepting very high volatility.  Download 90/10 SRI model factsheet.

98% Equity /  2% Fixed Interest
Portfolio

Most Aggressive — Suitable for investors with a time horizon of approximately 15 years before spending large amounts of their portfolio.  This portfolio is targeting the highest available portfolio growth and should suit investors comfortable accepting the highest amount of volatility. Download 98/2 SRI model factsheet.

Top