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:
SOCIAL IMPACT
Want to learn more about the companies we invest in? Here’s a quick snapshot.
You can also view our ethical screening criteria here, and see the full list of share holdings within the model portfolios.
ADDITIONAL DETAILS
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HOW IT WORKS
1
About you
We'll get to know you and your investment goals
2
Your portfolio
We'll recommend a socially responsible investment portfolio just for you
3
Start investing!
Open your investment account online, in just 10 minutes