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

	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

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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).