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% 
Sign up for our monthly newsletter

Recent Posts

Sign Up

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).


.

Hide ethical news and the sign-up

Balance Impact is the business name of Touchstone Capital Pty Ltd (ABN 54 608 605 296) You can view our privacy policy here. The information on this website is for general information purposes only. It is not intended as financial or investment advice and should not be construed or relied on as such. Before making any commitment of a financial nature you should seek advice from a qualified financial or investment adviser. No material contained within this website should be construed or relied upon as providing recommendations in relation to any financial product. Balance Impact does not recommend or endorse products and does not receive remuneration based upon investment or other decisions by our email recipients, publications, newsletter or website users.
© 2019 Balance Impact