Portfolio Objective
To provide returns of Cash + 3.0% pa over 5 year rolling periods, with lower volatility and more moderate drawdowns than peers through investing in a range of funds that meet a suitable standard of responsible investment, as defined by the ERIG Index.
Portfolio Description
GH Investment Ethical Investment Balanced Portfolio provides investors with exposure to a portfolio of funds filtered on responsible investment standards defined through the ERIG Index.
The portfolio is invested primarily in growth assets, with a moderate level of exposure to defensive assets. Investors should expect returns primarily in the form of long-term capital growth, with defensive assets providing a level of capital stability.
Using a ‘top-down, bottom-up’ approach, GH Investment works to provide investors a well-diversified portfolio that will be resilient through various economic and market conditions and will deliver on model objectives.
