Investment objective

Medium returns with a medium risk focus.

Designed for

Investors with a medium to long term time frame of 3-10 years.

What it invests in

A balance between growth assets (like shares) and income assets (like bonds and bank deposits). Investments are spread across geographies, companies and sectors to provide diversification.

Risk level

The value will move both up or down and is likely to fluctuate more than the Conservative Fund but less than the Growth Fund.

Investment objective

Medium returns with a medium risk focus.

Designed for

Investors with a long-term time frame of 3-10 years.

What it invests in

A balance between growth assets (like shares) and income assets (like bonds and bank deposits). Investments are spread across geographies, companies and sectors to provide diversification.

Risk level

The value will move both up or down and is likely to fluctuate more than the Conservative Fund but less than the Growth Fund.

The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.

This risk indicator is not a guarantee of a fund’s future performance. The indicator is based on the returns data for the 5 years to 31 March 2019. While risk indicators are usually relatively stable, they do shift from time to time. You can see the most recent risk indicator in the latest fund update for the Funds.

Ethical

We want to invest in companies that have a positive impact on our planet. We want to avoid companies that are harmful to society.

Low Carbon

Climate change is a big risk for companies. We favour companies that are actively managing the transition to a low carbon world.

Engagement

We use our ownership rights to influence corporate behavior and promote positive decision making.

Switch to our balanced fund today

Learn more about
our other funds

Growth Fund

Ethical investing to achieve medium to high returns with a higher risk exposure.

LEARN MORE

Conservative Fund

Ethical investing to achieve modest returns with a lower risk exposure.

LEARN MORE

We have an A+ Governance and Strategy rating from the United Nations Principles of Responsible Investment (putting us in the top 10% of boutique managers globally).