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:

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.

  Coachwood Mahogany Banksia Myrtle Acacia
Risk Profile Conservative Moderately conservative Balanced Moderately aggressive Aggressive
Suggested time frame 3+ years 4+ years 5+ years 6+ years 7+ years
Total defensive assets 70%  60%  45%  30%  10% 
Total growth assets 30%  40%  55%  70%  90% 

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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!

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Balance Impact 1 Bligh Street Sydney, NSW, 2000 info@balanceimpact.com 02 8226 8596 Balance Impact (ABN 54 608 605 296) is the trading name of Touchstone Capital Pty Ltd, a Corporate Authorised Representative (No.xxxxxx) of SIRA Group Pty Ltd (AFSL: 278423).


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