Our Model Portfolios invest in companies that do good and make money.

  • Fossil Fuels

  • Tobacco

  • Gambling

  • All male boards

  • Uranium

  • Armaments

  • Low ESG Companies

  • Renewable Energy

  • Healthcare

  • Education

  • Gender diverse boards

  • Sustainable Agriculture

  • Recycling

  • High ESG Companies

Watch this video to hear more from our founder about why investing in the good things makes sense.

We love transparency. Here’s a quick snapshot of the companies we invest in, our ethical screening criteria, and a list of share holdings.

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.   


  1. Responsible Investment Association of Australasia, “Responsible Investment Benchmark Report 2017, Australia”
  2. 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.

We subscribe to the passive investment style because numerous studies have found it leads to higher returns.  According to S&P, over a 10 year period, investing passively outperformed:

  • 74% of Australian equity funds 
  • 77% of Australian Equity A-REIT funds
  • 88% of Australian bond funds

Our portfolios contain a mix of:

  • Australian shares
  • International shares
  • Bonds
  • Cash

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.  

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Balance Impact 1 Bligh Street Sydney, NSW, 2000 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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