Our Model Portfolios invest in companies that do good and make money.
Did you know that responsibly invested equity funds outperformed the ASX 300 over 3, 5 and 10 years?1
Or that companies that are actively managing and planning for climate change achieve an 18% higher return on equity than companies that aren’t?2
We offer five Model Portfolios to investors,each tailored to your risk profile and preferences based on our Questionnaire.
- Responsible Investment Association of Australasia, “Responsible Investment Benchmark Report 2017, Australia”
- CDP, “CDP S&P Climate Change Report 2014”
Where possible we invest using Exchange Traded Funds. These are low cost funds that give you easy access to a particular asset class,usually an index, such as the S&P/ASX 200.
ETFs provide a low-cost way to create a well-diversified portfolio, that’s why we use them.
Our portfolios contain a mix of:
- Australian shares
- International shares
Having a combination of asset classes in your portfolio is important as it helps decrease volatility, and means you don’t have all your eggs in one basket.