Investor type:
Our balanced SRI portfolios are suitable for an investor with low-to-medium risk tolerance. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, this portfolio is for you.
Performance:
Below you can see how our ~50% equity portfolio has performed. This portfolio has grown by 7.66% (net of fees) in the year from March 31st, 2018 to March 31st, 2019 and 4.95% since it was launched in January 2018.
| Period | Performance (Cumulative) |
| 1 yr | 7.66% |
| Inception | 4.95% |
To put these figures in context, it's useful to compare them against an industry benchmark. To do this, we've used the ARC Indices to illustrate the average performance of our peer group, across 4 different risk levels. Over 50 investment services in the UK contribute to the index, including Barclays, UBS, Charles Stanley & Rathbones, making it a great tool for analysing how similar offerings have performed.
| 1 year performance (31/3/18 - 31/3/19) | |
| Wealthsimple | 7.66% |
| ARC | 2.41% |
Breakdown:
Your portfolio will be invested in the following funds:
| UBS ETF MSCI UK IMI SRI GBP A dis | BMP3HN9 | UK Equities | 18.10% |
| iShares MSCI USA SRI ETF USD Acc | BYVK5J0 | US Equities | 15.65% |
| iShares MSCI Europe SRI ETF EUR Acc | B54XHW0 | European ex. UK Equities | 4.75% |
| UBS ETF MSCI Pacific SRI USD A dis | B6VJTX3 | Asian Equities | 3.50% |
| iShares MSCI Japan SRI EURH ETF Acc | BYVK5K1 | Japanese Equities | 1.50% |
| iShares MSCI EM SRI UCITS ETF | BYVK5H8 | EM Equities | 4% |
| iShares Global Clean Energy ETF | B1Y9MZ8 | Global Clean Energy Equities | 2.50% |
| iShares Core UK Gilts UCITS ETF | B1G52Y3 | UK Goverment Bonds | 42.50% |
| UBS Bloomberg Barclays MSCI US Liquid Corporates Sustainable UCITS ETF | BYQDYZ3 | US Corporate Bonds | 7.50% |
| Lyxor FTSE Actuaries UK Gilts 0-5Y (DR) UCITS ETF | BD6P6G7 | UK Short-term Government Bonds | 0% |
The fund fees for this portfolio are 0.25%
Comments
0 comments
Please sign in to leave a comment.