Our Model Portfolios invest in companies that do good and make money.
Did you know that responsibly invested equity funds outperformed the ASX 300 over 3, 5 and 10 years?1
Or that companies that are actively managing and planning for climate change achieve an 18% higher return on equity than companies that aren’t?2
We believe in investing for the long-term, which is why we create all of our Model Portfolios using responsible investments.
We offer five Model Portfolios to investors,each tailored to your risk profile and preferences based on our Questionnaire.
- Responsible Investment Association of Australasia, “Responsible Investment Benchmark Report 2017, Australia”
- CDP, “CDP S&P Climate Change Report 2014”
Where possible we invest using Exchange Traded Funds. These are low cost funds that give you easy access to a particular asset class,usually an index, such as the S&P/ASX 200.
ETFs provide a low-cost way to create a well-diversified portfolio, that’s why we use them.
Our portfolios contain a mix of:
- Australian shares
- International shares
Having a combination of asset classes in your portfolio is important as it helps decrease volatility, and means you don’t have all your eggs in one basket.