Taking advantage of all market cycles with ethically conscious companies.
The portfolio aims to provide investors with a combination of capital growth and income over the medium to long term from investment within a diversified portfolio balanced among growth and defensive assets.
Underlying all investments will be a strict environmental, social, and governance (ESG) screen which will work to identify companies which are acting in line with social expectations and are not only working in pursuit of maximising profit, but engaging in their responsibility to the community regarding the environment and the social responsibilities of creating a more sustainable future.