Portfolios

    Our Portfolios

    We have 5 levels of risk. Simply find the description that suits you and then choose your investment objective: Growth, Income or Responsible.

    1

    Defensive

    I am not a big fan of risk, but I would like a better return on my money than a bank account can offer.

    2

    Cautious

    I want to make some money over the longer term but I don’t need to take too much risk. Let’s play defence more than offence.

    3

    Balanced

    I like my defensive assets and growth assets to live in perfect harmony, to provide opportunities for growth whilst mitigating exposure to downside risk.

    4

    Adventurous

    I am prepared to take more risk to maximise my returns. There may be bigger ups and downs on the journey, but I am in it for the long run.

    5

    Global Equity

    Take the handbrake off, I want the most growth possible. I am happy for a small amount of diversification but this should primarily be an equity portfolio.

    Breakdowns Our Metrics

    Ethical investing
    in numbers

    5

    risk rated portfolios focusing on investments that have social and environmental benefit.

    3

    external members of P1 Ethical 100% Oversight Committee.

    69%

    funds rejected. Nearly seven of every ten funds analysed do not meet the standard for our responsible range.

    0%

    invested in companies that are predominantly involved in the production of coal, oil and gas.

    100%

    funds are signatories to the UN PRI, adopt the principles of 2020 UK Stewardship Code and invest in line 
with the UN Global Compact.

    Let's Talk

    Naturally it's free and without obligation. Call, or send us a message today, and let's get to know each other a little.

    Contact us