Balance Impact manages five Model Portfolios; Coachwood, Mahogany, Banksia, Myrtle and Acacia. You can see the latest performance reports here.
Using our Questionnaire, you will be matched to one of our portfolios based on your risk tolerance and investment goals.
The asset allocation of our five model portfolios is set-out below:
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HOW IT WORKS
We'll get to know you, your investment goals and the good things you care about
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We'll recommend a socially responsible investment portfolio just for you
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